ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Nvest Financial, LLC's Holding History (CIK: 0001915315)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 989 Value ($000) $243 Avg Close — Range —
Q4 2024
Shares 4,987 Value ($000) $1,102 Avg Close — Range —
Q3 2024
Shares 4,789 Value ($000) $1,058 Avg Close — Range —
Q2 2024
Shares 4,376 Value ($000) $888 Avg Close — Range —
Q1 2024
Shares 3,744 Value ($000) $787 Avg Close — Range —
Q4 2023
Shares 2,615 Value ($000) $525 Avg Close — Range —