ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

Naviter Wealth, LLC's Holding History (CIK: 0001855567)

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

Q4 2025
Shares 650 Value ($000) $251 Avg Close — Range —
Q2 2025
Shares 680 Value ($000) $239 Avg Close — Range —
Q1 2025
Shares 680 Value ($000) $215 Avg Close — Range —
Q4 2024
Shares 680 Value ($000) $227 Avg Close — Range —
Q3 2024
Shares 680 Value ($000) $222 Avg Close — Range —
Q2 2024
Shares 680 Value ($000) $210 Avg Close — Range —
Q1 2024
Shares 680 Value ($000) $204 Avg Close — Range —
Q4 2022
Shares 27,412 Value ($000) $6,353 Avg Close — Range —