ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

Connecticut Wealth Management, LLC's Holding History (CIK: 0001689829)

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

Q3 2024
Shares 1,214 Value ($000) $397 Avg Close — Range —
Q2 2024
Shares 1,214 Value ($000) $375 Avg Close — Range —
Q1 2024
Shares 1,214 Value ($000) $364 Avg Close — Range —
Q4 2023
Shares 1,214 Value ($000) $332 Avg Close — Range —
Q3 2023
Shares 1,218 Value ($000) $298 Avg Close — Range —
Q2 2023
Shares 1,218 Value ($000) $310 Avg Close — Range —
Q1 2023
Shares 1,218 Value ($000) $287 Avg Close — Range —
Q4 2018
Shares 2,045 Value ($000) $300 Avg Close — Range —
Q3 2018
Shares 2,033 Value ($000) $351 Avg Close — Range —
Q2 2018
Shares 2,033 Value ($000) $331 Avg Close — Range —
Q1 2018
Shares 2,033 Value ($000) $311 Avg Close — Range —
Q4 2017
Shares 2,033 Value ($000) $330 Avg Close — Range —
Q3 2017
Shares 2,033 Value ($000) $307 Avg Close — Range —