ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

Moisand Fitzgerald Tamayo, LLC's Holding History (CIK: 0001649107)

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

Q4 2025
Shares 5,500 Value ($000) $2,128 Avg Close — Range —
Q3 2025
Shares 5,548 Value ($000) $2,102 Avg Close — Range —
Q2 2025
Shares 5,548 Value ($000) $1,947 Avg Close — Range —
Q1 2025
Shares 5,548 Value ($000) $1,762 Avg Close — Range —
Q4 2024
Shares 5,548 Value ($000) $1,854 Avg Close — Range —
Q3 2024
Shares 5,903 Value ($000) $1,929 Avg Close — Range —
Q2 2024
Shares 5,903 Value ($000) $1,822 Avg Close — Range —
Q1 2024
Shares 5,903 Value ($000) $1,771 Avg Close — Range —
Q4 2023
Shares 5,903 Value ($000) $1,616 Avg Close — Range —
Q3 2023
Shares 5,903 Value ($000) $1,447 Avg Close — Range —
Q2 2023
Shares 5,939 Value ($000) $1,511 Avg Close — Range —
Q1 2023
Shares 5,939 Value ($000) $1,398 Avg Close — Range —
Q4 2022
Shares 5,939 Value ($000) $1,311 Avg Close — Range —
Q3 2022
Shares 5,939 Value ($000) $1,230 Avg Close — Range —
Q2 2022
Shares 5,939 Value ($000) $1,291 Avg Close — Range —
Q1 2022
Shares 2,413 Value ($000) $633 Avg Close — Range —
Q4 2021
Shares 6,113 Value ($000) $1,696 Avg Close — Range —
Q3 2021
Shares 6,113 Value ($000) $1,558 Avg Close — Range —
Q2 2021
Shares 6,113 Value ($000) $1,564 Avg Close — Range —
Q1 2021
Shares 6,135 Value ($000) $1,455 Avg Close — Range —
Q4 2020
Shares 6,135 Value ($000) $1,371 Avg Close — Range —
Q3 2020
Shares 6,159 Value ($000) $1,205 Avg Close — Range —
Q2 2020
Shares 6,159 Value ($000) $1,109 Avg Close — Range —
Q1 2020
Shares 6,196 Value ($000) $919 Avg Close — Range —
Q4 2019
Shares 6,196 Value ($000) $1,168 Avg Close — Range —
Q3 2019
Shares 6,231 Value ($000) $1,083 Avg Close — Range —
Q2 2019
Shares 6,231 Value ($000) $1,074 Avg Close — Range —
Q1 2019
Shares 6,253 Value ($000) $1,042 Avg Close — Range —
Q4 2018
Shares 6,253 Value ($000) $919 Avg Close — Range —
Q3 2018
Shares 6,253 Value ($000) $1,077 Avg Close — Range —
Q2 2018
Shares 6,253 Value ($000) $1,015 Avg Close — Range —
Q1 2018
Shares 6,253 Value ($000) $978 Avg Close — Range —
Q4 2017
Shares 6,253 Value ($000) $989 Avg Close — Range —
Q3 2017
Shares 6,345 Value ($000) $947 Avg Close — Range —
Q2 2017
Shares 6,345 Value ($000) $914 Avg Close — Range —
Q1 2017
Shares 6,345 Value ($000) $888 Avg Close — Range —
Q4 2016
Shares 6,345 Value ($000) $844 Avg Close — Range —
Q3 2016
Shares 6,448 Value ($000) $827 Avg Close — Range —
Q2 2016
Shares 6,448 Value ($000) $800 Avg Close — Range —
Q1 2016
Shares 6,448 Value ($000) $779 Avg Close — Range —
Q4 2015
Shares 7,246 Value ($000) $872 Avg Close — Range —