ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

NewEdge Wealth, LLC's Holding History (CIK: 0001861796)

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

Q4 2025
Shares 7,887 Value ($000) $3,051 Avg Close — Range —
Q3 2025
Shares 7,830 Value ($000) $3,007 Avg Close — Range —
Q2 2025
Shares 7,823 Value ($000) $2,809 Avg Close — Range —
Q1 2025
Shares 7,911 Value ($000) $2,513 Avg Close — Range —
Q4 2024
Shares 7,937 Value ($000) $2,653 Avg Close — Range —
Q3 2024
Shares 2,792 Value ($000) $912 Avg Close — Range —
Q2 2024
Shares 885 Value ($000) $273 Avg Close — Range —