ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

Ashford Advisors, LLC's Holding History (CIK: 0001861158)

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

Q4 2025
Shares 1,583 Value ($000) $612 Avg Close — Range —
Q3 2025
Shares 1,848 Value ($000) $700 Avg Close — Range —
Q2 2025
Shares 6,142 Value ($000) $388 Avg Close — Range —
Q1 2025
Shares 1,848 Value ($000) $587 Avg Close — Range —
Q4 2024
Shares 1,848 Value ($000) $618 Avg Close — Range —
Q3 2024
Shares 1,938 Value ($000) $633 Avg Close — Range —
Q2 2024
Shares 2,033 Value ($000) $628 Avg Close — Range —
Q1 2024
Shares 2,033 Value ($000) $610 Avg Close — Range —
Q4 2023
Shares 2,033 Value ($000) $557 Avg Close — Range —
Q3 2023
Shares 2,153 Value ($000) $528 Avg Close — Range —
Q2 2023
Shares 2,273 Value ($000) $578 Avg Close — Range —
Q1 2023
Shares 2,273 Value ($000) $535 Avg Close — Range —
Q4 2022
Shares 2,273 Value ($000) $502 Avg Close — Range —
Q3 2022
Shares 2,413 Value ($000) $500 Avg Close — Range —
Q2 2022
Shares 2,413 Value ($000) $525 Avg Close — Range —
Q1 2022
Shares 2,413 Value ($000) $633 Avg Close — Range —
Q4 2021
Shares 2,413 Value ($000) $670 Avg Close — Range —
Q3 2021
Shares 8,377 Value ($000) $2,135 Avg Close — Range —
Q2 2021
Shares 8,377 Value ($000) $2,144 Avg Close — Range —
Q1 2021
Shares 8,460 Value ($000) $2,007 Avg Close — Range —
Q4 2020
Shares 8,460 Value ($000) $1,891 Avg Close — Range —