ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

LWM Advisory Services, LLC's Holding History (CIK: 0001697716)

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

Q4 2025
Shares 3,040 Value ($000) $1,176 Avg Close — Range —
Q3 2025
Shares 3,040 Value ($000) $1,152 Avg Close — Range —
Q2 2025
Shares 3,040 Value ($000) $1,067 Avg Close — Range —
Q1 2025
Shares 3,040 Value ($000) $966 Avg Close — Range —
Q4 2024
Shares 3,040 Value ($000) $1,016 Avg Close — Range —
Q3 2024
Shares 3,146 Value ($000) $1,028 Avg Close — Range —
Q2 2024
Shares 3,146 Value ($000) $971 Avg Close — Range —
Q1 2024
Shares 3,008 Value ($000) $903 Avg Close — Range —
Q4 2023
Shares 3,027 Value ($000) $829 Avg Close — Range —
Q3 2023
Shares 3,027 Value ($000) $742 Avg Close — Range —
Q2 2023
Shares 3,039 Value ($000) $773 Avg Close — Range —
Q1 2023
Shares 3,063 Value ($000) $721 Avg Close — Range —
Q4 2022
Shares 3,298 Value ($000) $728 Avg Close — Range —
Q3 2022
Shares 3,085 Value ($000) $639 Avg Close — Range —
Q2 2022
Shares 3,066 Value ($000) $666 Avg Close — Range —
Q1 2022
Shares 3,101 Value ($000) $814 Avg Close — Range —
Q4 2021
Shares 3,741 Value ($000) $1,038 Avg Close — Range —