ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

Williams Jones Wealth Management, LLC.'s Holding History (CIK: 0001788587)

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

Q4 2025
Shares 1,150 Value ($000) $445 Avg Close Range
Q3 2025
Shares 1,150 Value ($000) $436 Avg Close Range
Q2 2025
Shares 650 Value ($000) $228 Avg Close Range
Q3 2024
Shares 835 Value ($000) $273 Avg Close Range
Q2 2024
Shares 835 Value ($000) $258 Avg Close Range
Q1 2024
Shares 835 Value ($000) $251 Avg Close Range
Q4 2023
Shares 835 Value ($000) $229 Avg Close Range
Q3 2023
Shares 910 Value ($000) $223 Avg Close Range
Q2 2023
Shares 910 Value ($000) $232 Avg Close Range
Q1 2023
Shares 910 Value ($000) $214 Avg Close Range
Q4 2022
Shares 910 Value ($000) $201 Avg Close Range
Q1 2022
Shares 910 Value ($000) $239 Avg Close Range
Q4 2021
Shares 910 Value ($000) $253 Avg Close Range
Q3 2021
Shares 910 Value ($000) $232 Avg Close Range
Q2 2021
Shares 910 Value ($000) $233 Avg Close Range
Q1 2021
Shares 910 Value ($000) $216 Avg Close Range
Q4 2020
Shares 910 Value ($000) $203 Avg Close Range
Q1 2020
Shares 1,510 Value ($000) $224 Avg Close Range
Q4 2019
Shares 1,510 Value ($000) $285 Avg Close Range
Q3 2019
Shares 1,510 Value ($000) $262 Avg Close Range