ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

Adviser Investments LLC's Holding History (CIK: 0001544576)

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

Q4 2025
Shares 2,975 Value ($000) $1,151 Avg Close — Range —
Q3 2025
Shares 2,975 Value ($000) $1,127 Avg Close — Range —
Q2 2025
Shares 2,975 Value ($000) $1,044 Avg Close — Range —
Q1 2025
Shares 2,975 Value ($000) $945 Avg Close — Range —
Q4 2024
Shares 2,975 Value ($000) $994 Avg Close — Range —
Q3 2024
Shares 2,975 Value ($000) $972 Avg Close — Range —
Q2 2024
Shares 2,975 Value ($000) $918 Avg Close — Range —
Q2 2018
Shares 834 Value ($000) $135 Avg Close — Range —
Q1 2018
Shares 834 Value ($000) $130 Avg Close — Range —