ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

GREAT VALLEY ADVISOR GROUP, INC.'s Holding History (CIK: 0001769897)

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

Q4 2025
Shares 3,231 Value ($000) $1,250 Avg Close — Range —
Q3 2025
Shares 2,657 Value ($000) $1,007 Avg Close — Range —
Q2 2025
Shares 2,451 Value ($000) $860 Avg Close — Range —
Q1 2025
Shares 2,358 Value ($000) $749 Avg Close — Range —
Q4 2024
Shares 797 Value ($000) $266 Avg Close — Range —