ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

OneDigital Investment Advisors LLC's Holding History (CIK: 0001690370)

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

Q4 2025
Shares 672 Value ($000) $260 Avg Close — Range —
Q3 2025
Shares 635 Value ($000) $241 Avg Close — Range —
Q2 2025
Shares 635 Value ($000) $223 Avg Close — Range —
Q1 2025
Shares 635 Value ($000) $202 Avg Close — Range —
Q4 2024
Shares 1,254 Value ($000) $419 Avg Close — Range —
Q3 2024
Shares 1,614 Value ($000) $527 Avg Close — Range —
Q2 2024
Shares 1,614 Value ($000) $498 Avg Close — Range —
Q1 2024
Shares 1,074 Value ($000) $322 Avg Close — Range —
Q4 2023
Shares 1,074 Value ($000) $294 Avg Close — Range —
Q3 2023
Shares 1,074 Value ($000) $263 Avg Close — Range —
Q2 2023
Shares 1,145 Value ($000) $291 Avg Close — Range —
Q1 2023
Shares 1,074 Value ($000) $253 Avg Close — Range —
Q4 2022
Shares 1,074 Value ($000) $237 Avg Close — Range —
Q3 2022
Shares 1,386 Value ($000) $287 Avg Close — Range —
Q2 2022
Shares 1,374 Value ($000) $299 Avg Close — Range —
Q1 2022
Shares 924 Value ($000) $242 Avg Close — Range —
Q4 2021
Shares 1,553 Value ($000) $431 Avg Close — Range —