ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

Legacy Financial Advisors, Inc.'s Holding History (CIK: 0001730810)

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

Q4 2025
Shares 775 Value ($000) $300 Avg Close Range
Q3 2025
Shares 849 Value ($000) $322 Avg Close Range
Q2 2025
Shares 849 Value ($000) $298 Avg Close Range
Q1 2025
Shares 849 Value ($000) $270 Avg Close Range
Q4 2024
Shares 872 Value ($000) $291 Avg Close Range
Q3 2024
Shares 1,472 Value ($000) $481 Avg Close Range
Q2 2024
Shares 1,531 Value ($000) $473 Avg Close Range
Q1 2024
Shares 1,531 Value ($000) $459 Avg Close Range
Q4 2023
Shares 1,813 Value ($000) $496 Avg Close Range
Q3 2023
Shares 1,834 Value ($000) $449 Avg Close Range
Q2 2023
Shares 2,364 Value ($000) $602 Avg Close Range
Q1 2023
Shares 2,441 Value ($000) $575 Avg Close Range
Q4 2022
Shares 2,702 Value ($000) $596 Avg Close Range
Q3 2022
Shares 7,214 Value ($000) $1,494 Avg Close Range
Q2 2022
Shares 7,240 Value ($000) $1,574 Avg Close Range
Q1 2022
Shares 3,380 Value ($000) $887 Avg Close Range
Q4 2021
Shares 3,203 Value ($000) $889 Avg Close Range
Q3 2021
Shares 3,336 Value ($000) $850 Avg Close Range
Q2 2021
Shares 3,764 Value ($000) $963 Avg Close Range
Q1 2021
Shares 3,929 Value ($000) $932 Avg Close Range
Q4 2020
Shares 4,025 Value ($000) $900 Avg Close Range
Q3 2020
Shares 4,090 Value ($000) $800 Avg Close Range
Q2 2018
Shares 4,960 Value ($000) $826 Avg Close Range
Q1 2018
Shares 4,960 Value ($000) $779 Avg Close Range
Q4 2017
Shares 4,960 Value ($000) $784 Avg Close Range