ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

O'Brien Wealth Partners LLC's Holding History (CIK: 0001689874)

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

Q4 2025
Shares 50,376 Value ($000) $19,488 Avg Close Range
Q3 2025
Shares 50,371 Value ($000) $19,088 Avg Close Range
Q2 2025
Shares 50,846 Value ($000) $17,847 Avg Close Range
Q1 2025
Shares 51,139 Value ($000) $16,244 Avg Close Range
Q4 2024
Shares 51,415 Value ($000) $17,186 Avg Close Range
Q3 2024
Shares 51,458 Value ($000) $16,813 Avg Close Range
Q2 2024
Shares 51,535 Value ($000) $15,907 Avg Close Range
Q1 2024
Shares 52,309 Value ($000) $15,697 Avg Close Range
Q4 2023
Shares 53,260 Value ($000) $14,579 Avg Close Range
Q3 2023
Shares 53,279 Value ($000) $13,056 Avg Close Range
Q2 2023
Shares 54,350 Value ($000) $13,831 Avg Close Range
Q1 2023
Shares 54,534 Value ($000) $12,838 Avg Close Range
Q4 2022
Shares 56,233 Value ($000) $12,409 Avg Close Range
Q3 2022
Shares 57,485 Value ($000) $11,902 Avg Close Range
Q2 2022
Shares 55,508 Value ($000) $12,067 Avg Close Range
Q1 2022
Shares 55,717 Value ($000) $12,772 Avg Close Range
Q4 2021
Shares 57,377 Value ($000) $15,024 Avg Close Range
Q3 2021
Shares 59,244 Value ($000) $15,229 Avg Close Range
Q2 2021
Shares 60,029 Value ($000) $15,572 Avg Close Range
Q1 2021
Shares 61,428 Value ($000) $15,015 Avg Close Range
Q4 2020
Shares 63,751 Value ($000) $14,602 Avg Close Range
Q3 2020
Shares 66,880 Value ($000) $13,530 Avg Close Range
Q2 2020
Shares 73,919 Value ($000) $13,540 Avg Close Range
Q1 2020
Shares 75,878 Value ($000) $10,939 Avg Close Range
Q4 2019
Shares 81,434 Value ($000) $15,429 Avg Close Range
Q3 2019
Shares 85,622 Value ($000) $14,879 Avg Close Range
Q2 2019
Shares 91,675 Value ($000) $16,083 Avg Close Range
Q1 2019
Shares 93,917 Value ($000) $15,656 Avg Close Range
Q4 2018
Shares 94,789 Value ($000) $14,595 Avg Close Range
Q3 2018
Shares 104,189 Value ($000) $17,952 Avg Close Range
Q2 2018
Shares 103,712 Value ($000) $16,831 Avg Close Range
Q1 2018
Shares 110,514 Value ($000) $17,278 Avg Close Range
Q4 2017
Shares 117,843 Value ($000) $18,639 Avg Close Range
Q3 2017
Shares 124,221 Value ($000) $18,544 Avg Close Range
Q2 2017
Shares 133,117 Value ($000) $19,172 Avg Close Range
Q1 2017
Shares 139,180 Value ($000) $19,471 Avg Close Range
Q4 2016
Shares 145,349 Value ($000) $19,329 Avg Close Range
Q3 2016
Shares 147,701 Value ($000) $18,934 Avg Close Range
Q2 2016
Shares 149,795 Value ($000) $18,578 Avg Close Range
Q1 2016
Shares 156,735 Value ($000) $18,943 Avg Close Range