ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

Newton One Investments LLC's Holding History (CIK: 0001842787)

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

Q4 2025
Shares 586 Value ($000) $227 Avg Close Range
Q3 2025
Shares 585 Value ($000) $222 Avg Close Range
Q2 2025
Shares 583 Value ($000) $205 Avg Close Range
Q1 2025
Shares 582 Value ($000) $185 Avg Close Range
Q4 2024
Shares 645 Value ($000) $215 Avg Close Range
Q3 2024
Shares 643 Value ($000) $210 Avg Close Range
Q2 2024
Shares 640 Value ($000) $198 Avg Close Range
Q1 2024
Shares 639 Value ($000) $192 Avg Close Range
Q4 2023
Shares 637 Value ($000) $174 Avg Close Range
Q3 2023
Shares 632 Value ($000) $155 Avg Close Range
Q2 2023
Shares 632 Value ($000) $161 Avg Close Range
Q1 2023
Shares 631 Value ($000) $148 Avg Close Range
Q4 2022
Shares 628 Value ($000) $139 Avg Close Range
Q3 2022
Shares 628 Value ($000) $130 Avg Close Range
Q2 2022
Shares 628 Value ($000) $137 Avg Close Range
Q1 2022
Shares 628 Value ($000) $165 Avg Close Range
Q4 2021
Shares 628 Value ($000) $174 Avg Close Range
Q3 2021
Shares 624 Value ($000) $159 Avg Close Range
Q2 2021
Shares 624 Value ($000) $160 Avg Close Range
Q1 2021
Shares 621 Value ($000) $147 Avg Close Range
Q4 2020
Shares 621 Value ($000) $139 Avg Close Range