ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

BALLAST ADVISORS LLC's Holding History (CIK: 0001803415)

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

Q4 2025
Shares 131 Value ($000) $51 Avg Close Range
Q3 2025
Shares 140 Value ($000) $53 Avg Close Range
Q2 2025
Shares 141 Value ($000) $50 Avg Close Range
Q1 2025
Shares 141 Value ($000) $45 Avg Close Range
Q4 2024
Shares 141 Value ($000) $47 Avg Close Range
Q3 2024
Shares 191 Value ($000) $63 Avg Close Range
Q2 2024
Shares 207 Value ($000) $64 Avg Close Range
Q1 2024
Shares 207 Value ($000) $62 Avg Close Range
Q4 2023
Shares 208 Value ($000) $57 Avg Close Range
Q3 2023
Shares 208 Value ($000) $51 Avg Close Range
Q2 2023
Shares 208 Value ($000) $53 Avg Close Range
Q1 2023
Shares 208 Value ($000) $49 Avg Close Range
Q4 2022
Shares 208 Value ($000) $46 Avg Close Range
Q3 2022
Shares 208 Value ($000) $43 Avg Close Range
Q2 2022
Shares 351 Value ($000) $76 Avg Close Range
Q1 2022
Shares 351 Value ($000) $92 Avg Close Range
Q4 2021
Shares 351 Value ($000) $98 Avg Close Range
Q3 2021
Shares 356 Value ($000) $91 Avg Close Range
Q2 2021
Shares 213 Value ($000) $55 Avg Close Range
Q1 2021
Shares 213 Value ($000) $51 Avg Close Range
Q4 2020
Shares 213 Value ($000) $48 Avg Close Range
Q3 2020
Shares 213 Value ($000) $42 Avg Close Range
Q2 2020
Shares 213 Value ($000) $38 Avg Close Range
Q1 2020
Shares 203 Value ($000) $30 Avg Close Range
Q4 2019
Shares 221 Value ($000) $42 Avg Close Range