ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

MPS Loria Financial Planners, LLC's Holding History (CIK: 0001716180)

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

Q4 2025
Shares 12,719 Value ($000) $4,920 Avg Close Range
Q3 2025
Shares 12,526 Value ($000) $4,746 Avg Close Range
Q2 2025
Shares 12,402 Value ($000) $4,353 Avg Close Range
Q1 2025
Shares 14,004 Value ($000) $4,448 Avg Close Range
Q4 2024
Shares 16,051 Value ($000) $5,365 Avg Close Range
Q3 2024
Shares 15,911 Value ($000) $5,199 Avg Close Range
Q2 2024
Shares 15,855 Value ($000) $4,894 Avg Close Range
Q1 2024
Shares 15,925 Value ($000) $4,779 Avg Close Range
Q4 2023
Shares 15,255 Value ($000) $4,176 Avg Close Range
Q3 2023
Shares 15,458 Value ($000) $3,793 Avg Close Range
Q2 2023
Shares 15,329 Value ($000) $3,901 Avg Close Range
Q1 2023
Shares 15,679 Value ($000) $3,691 Avg Close Range
Q4 2022
Shares 19,178 Value ($000) $4,232 Avg Close Range
Q3 2022
Shares 20,110 Value ($000) $4,164 Avg Close Range
Q2 2022
Shares 20,241 Value ($000) $4,400 Avg Close Range
Q1 2022
Shares 20,432 Value ($000) $5,360 Avg Close Range
Q4 2021
Shares 20,555 Value ($000) $5,704 Avg Close Range
Q3 2021
Shares 20,758 Value ($000) $5,290 Avg Close Range
Q2 2021
Shares 21,474 Value ($000) $5,496 Avg Close Range
Q1 2021
Shares 22,297 Value ($000) $5,289 Avg Close Range
Q4 2020
Shares 26,299 Value ($000) $5,801 Avg Close Range
Q3 2020
Shares 26,273 Value ($000) $5,142 Avg Close Range
Q2 2020
Shares 27,658 Value ($000) $4,980 Avg Close Range
Q1 2020
Shares 26,917 Value ($000) $3,992 Avg Close Range
Q4 2019
Shares 27,758 Value ($000) $5,232 Avg Close Range
Q3 2019
Shares 28,229 Value ($000) $4,905 Avg Close Range
Q2 2019
Shares 29,818 Value ($000) $5,139 Avg Close Range
Q1 2019
Shares 29,409 Value ($000) $4,902 Avg Close Range
Q4 2018
Shares 29,578 Value ($000) $4,345 Avg Close Range
Q3 2018
Shares 29,826 Value ($000) $5,156 Avg Close Range
Q2 2018
Shares 30,018 Value ($000) $4,872 Avg Close Range
Q1 2018
Shares 28,851 Value ($000) $4,511 Avg Close Range
Q4 2017
Shares 28,870 Value ($000) $4,566 Avg Close Range
Q3 2017
Shares 29,300 Value ($000) $4,374 Avg Close Range
Q2 2017
Shares 29,279 Value ($000) $4,260 Avg Close Range