ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

BigSur Wealth Management LLC's Holding History (CIK: 0001659171)

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

Q4 2025
Shares 31,700 Value ($000) $12,263 Avg Close — Range —
Q3 2025
Shares 31,700 Value ($000) $12,012 Avg Close — Range —
Q2 2025
Shares 31,700 Value ($000) $11,127 Avg Close — Range —
Q1 2025
Shares 35,000 Value ($000) $11,117 Avg Close — Range —
Q4 2024
Shares 35,000 Value ($000) $11,699 Avg Close — Range —
Q3 2024
Shares 35,000 Value ($000) $11,436 Avg Close — Range —
Q2 2024
Shares 35,000 Value ($000) $10,803 Avg Close — Range —
Q1 2024
Shares 35,000 Value ($000) $10,503 Avg Close — Range —
Q4 2023
Shares 36,500 Value ($000) $9,992 Avg Close — Range —
Q3 2023
Shares 39,500 Value ($000) $9,720 Avg Close — Range —
Q2 2023
Shares 39,500 Value ($000) $10,052 Avg Close — Range —
Q1 2023
Shares 39,500 Value ($000) $9,299 Avg Close — Range —
Q4 2022
Shares 39,500 Value ($000) $8,717 Avg Close — Range —
Q3 2022
Shares 39,500 Value ($000) $8,178 Avg Close — Range —
Q2 2022
Shares 39,500 Value ($000) $8,587 Avg Close — Range —
Q1 2022
Shares 39,500 Value ($000) $10,364 Avg Close — Range —
Q4 2021
Shares 39,500 Value ($000) $10,961 Avg Close — Range —
Q3 2021
Shares 39,500 Value ($000) $10,067 Avg Close — Range —
Q2 2021
Shares 39,500 Value ($000) $10,108 Avg Close — Range —
Q1 2021
Shares 39,500 Value ($000) $9,371 Avg Close — Range —
Q4 2020
Shares 38,500 Value ($000) $8,607 Avg Close — Range —
Q3 2020
Shares 38,500 Value ($000) $7,535 Avg Close — Range —
Q2 2020
Shares 38,500 Value ($000) $6,932 Avg Close — Range —
Q1 2020
Shares 41,500 Value ($000) $6,156 Avg Close — Range —
Q4 2019
Shares 27,000 Value ($000) $5,089 Avg Close — Range —
Q3 2019
Shares 27,000 Value ($000) $4,692 Avg Close — Range —
Q2 2019
Shares 27,000 Value ($000) $4,693 Avg Close — Range —
Q1 2019
Shares 27,000 Value ($000) $4,501 Avg Close — Range —