ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

GeoWealth Management, LLC's Holding History (CIK: 0001593387)

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

Q4 2025
Shares 6,300 Value ($000) $2,437 Avg Close — Range —
Q3 2025
Shares 6,335 Value ($000) $2,401 Avg Close — Range —
Q2 2025
Shares 6,147 Value ($000) $2,158 Avg Close — Range —
Q1 2025
Shares 6,392 Value ($000) $2,030 Avg Close — Range —
Q4 2024
Shares 6,203 Value ($000) $2,073 Avg Close — Range —
Q3 2024
Shares 4,718 Value ($000) $1,542 Avg Close — Range —
Q2 2024
Shares 4,718 Value ($000) $1,456 Avg Close — Range —
Q1 2024
Shares 4,718 Value ($000) $1,416 Avg Close — Range —