ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

Bernardo Wealth Planning LLC's Holding History (CIK: 0001765595)

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

Q4 2025
Shares 3,411 Value ($000) $1,320 Avg Close — Range —
Q3 2025
Shares 3,411 Value ($000) $1,293 Avg Close — Range —
Q2 2025
Shares 3,411 Value ($000) $1 Avg Close — Range —
Q1 2025
Shares 3,411 Value ($000) $1 Avg Close — Range —
Q4 2024
Shares 3,411 Value ($000) $1,130 Avg Close — Range —
Q3 2024
Shares 3,411 Value ($000) $1 Avg Close — Range —