ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

MONEYWISE, INC.'s Holding History (CIK: 0001703080)

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

Q4 2025
Shares 39,534 Value ($000) $15,294 Avg Close — Range —
Q3 2025
Shares 38,649 Value ($000) $14,646 Avg Close — Range —
Q2 2025
Shares 39,085 Value ($000) $13,719 Avg Close — Range —
Q1 2025
Shares 36,892 Value ($000) $11,718 Avg Close — Range —
Q4 2024
Shares 35,673 Value ($000) $11,924 Avg Close — Range —
Q3 2024
Shares 32,717 Value ($000) $10,690 Avg Close — Range —
Q2 2024
Shares 17,603 Value ($000) $5,434 Avg Close — Range —
Q1 2024
Shares 10,146 Value ($000) $3,045 Avg Close — Range —
Q4 2023
Shares 2,564 Value ($000) $702 Avg Close — Range —