ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

Sowell Financial Services LLC's Holding History (CIK: 0001633697)

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

Q4 2025
Shares 13,544 Value ($000) $5,239 Avg Close Range
Q3 2025
Shares 12,667 Value ($000) $4,800 Avg Close Range
Q2 2025
Shares 12,640 Value ($000) $4,437 Avg Close Range
Q1 2025
Shares 13,988 Value ($000) $4,443 Avg Close Range
Q4 2024
Shares 13,356 Value ($000) $4,464 Avg Close Range
Q3 2024
Shares 12,119 Value ($000) $3,960 Avg Close Range
Q2 2024
Shares 10,404 Value ($000) $3,211 Avg Close Range
Q1 2023
Shares 6,125 Value ($000) $1 Avg Close Range
Q1 2021
Shares 3,359 Value ($000) $838 Avg Close Range
Q4 2020
Shares 3,264 Value ($000) $730 Avg Close Range
Q3 2020
Shares 2,768 Value ($000) $542 Avg Close Range
Q2 2020
Shares 2,389 Value ($000) $430 Avg Close Range
Q1 2020
Shares 2,664 Value ($000) $395 Avg Close Range
Q4 2019
Shares 1,316 Value ($000) $248 Avg Close Range
Q3 2019
Shares 1,316 Value ($000) $229 Avg Close Range
Q4 2016
Shares 526 Value ($000) $73 Avg Close Range