ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

BIP Wealth, LLC's Holding History (CIK: 0001590214)

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

Q4 2025
Shares 4,405 Value ($000) $1,704 Avg Close — Range —
Q3 2025
Shares 4,405 Value ($000) $1,669 Avg Close — Range —
Q2 2025
Shares 4,413 Value ($000) $1,549 Avg Close — Range —
Q1 2025
Shares 4,418 Value ($000) $1,403 Avg Close — Range —
Q4 2024
Shares 4,437 Value ($000) $1,483 Avg Close — Range —
Q3 2024
Shares 4,525 Value ($000) $1,479 Avg Close — Range —
Q2 2024
Shares 4,529 Value ($000) $1,398 Avg Close — Range —
Q1 2024
Shares 4,531 Value ($000) $1,360 Avg Close — Range —
Q4 2023
Shares 4,531 Value ($000) $1,240 Avg Close — Range —
Q3 2023
Shares 4,532 Value ($000) $1,111 Avg Close — Range —
Q2 2023
Shares 4,487 Value ($000) $1,142 Avg Close — Range —
Q1 2023
Shares 4,532 Value ($000) $1,067 Avg Close — Range —