ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

PHILLIPS FINANCIAL MANAGEMENT, LLC's Holding History (CIK: 0001350660)

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

Q4 2025
Shares 473 Value ($000) $183 Avg Close — Range —
Q3 2025
Shares 473 Value ($000) $179 Avg Close — Range —
Q2 2025
Shares 473 Value ($000) $166 Avg Close — Range —
Q1 2025
Shares 473 Value ($000) $150 Avg Close — Range —
Q4 2024
Shares 473 Value ($000) $158 Avg Close — Range —
Q3 2024
Shares 473 Value ($000) $155 Avg Close — Range —
Q2 2024
Shares 489 Value ($000) $151 Avg Close — Range —
Q1 2024
Shares 489 Value ($000) $147 Avg Close — Range —
Q4 2023
Shares 489 Value ($000) $134 Avg Close — Range —
Q3 2023
Shares 489 Value ($000) $120 Avg Close — Range —
Q2 2023
Shares 546 Value ($000) $139 Avg Close — Range —
Q1 2023
Shares 546 Value ($000) $129 Avg Close — Range —
Q4 2022
Shares 546 Value ($000) $120 Avg Close — Range —
Q3 2022
Shares 546 Value ($000) $113 Avg Close — Range —