ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

RKL Wealth Management LLC's Holding History (CIK: 0001604723)

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

Q4 2025
Shares 1,815 Value ($000) $702 Avg Close — Range —
Q3 2025
Shares 1,810 Value ($000) $686 Avg Close — Range —
Q2 2025
Shares 1,805 Value ($000) $634 Avg Close — Range —
Q1 2025
Shares 1,801 Value ($000) $572 Avg Close — Range —
Q4 2024
Shares 1,796 Value ($000) $600 Avg Close — Range —
Q3 2024
Shares 1,791 Value ($000) $585 Avg Close — Range —
Q2 2024
Shares 1,785 Value ($000) $551 Avg Close — Range —
Q1 2024
Shares 1,780 Value ($000) $534 Avg Close — Range —
Q4 2023
Shares 1,776 Value ($000) $486 Avg Close — Range —
Q3 2023
Shares 1,762 Value ($000) $432 Avg Close — Range —
Q2 2023
Shares 1,762 Value ($000) $448 Avg Close — Range —
Q1 2023
Shares 1,757 Value ($000) $414 Avg Close — Range —
Q4 2022
Shares 1,750 Value ($000) $386 Avg Close — Range —
Q3 2022
Shares 1,734 Value ($000) $359 Avg Close — Range —
Q2 2022
Shares 1,734 Value ($000) $377 Avg Close — Range —
Q1 2022
Shares 1,729 Value ($000) $454 Avg Close — Range —
Q4 2021
Shares 1,724 Value ($000) $478 Avg Close — Range —
Q3 2021
Shares 1,713 Value ($000) $437 Avg Close — Range —
Q2 2021
Shares 1,713 Value ($000) $438 Avg Close — Range —
Q1 2021
Shares 1,705 Value ($000) $404 Avg Close — Range —
Q4 2020
Shares 1,705 Value ($000) $381 Avg Close — Range —
Q3 2020
Shares 1,698 Value ($000) $332 Avg Close — Range —
Q2 2020
Shares 1,692 Value ($000) $305 Avg Close — Range —
Q1 2020
Shares 1,678 Value ($000) $249 Avg Close — Range —
Q4 2019
Shares 1,678 Value ($000) $316 Avg Close — Range —
Q3 2019
Shares 1,662 Value ($000) $289 Avg Close — Range —
Q2 2019
Shares 1,662 Value ($000) $287 Avg Close — Range —
Q1 2019
Shares 1,654 Value ($000) $276 Avg Close — Range —
Q2 2018
Shares 1,624 Value ($000) $264 Avg Close — Range —
Q1 2018
Shares 1,624 Value ($000) $254 Avg Close — Range —
Q4 2017
Shares 1,617 Value ($000) $256 Avg Close — Range —
Q3 2017
Shares 1,604 Value ($000) $239 Avg Close — Range —
Q2 2017
Shares 1,604 Value ($000) $231 Avg Close — Range —
Q1 2017
Shares 1,604 Value ($000) $224,000 Avg Close — Range —
Q4 2016
Shares 1,604 Value ($000) $213 Avg Close — Range —
Q3 2016
Shares 1,604 Value ($000) $206 Avg Close — Range —
Q2 2016
Shares 1,604 Value ($000) $200 Avg Close — Range —