ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

JOURNEY STRATEGIC WEALTH LLC's Holding History (CIK: 0001909316)

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

Q4 2025
Shares 2,954 Value ($000) $1,143 Avg Close — Range —
Q3 2025
Shares 4,547 Value ($000) $1,723 Avg Close — Range —
Q2 2025
Shares 2,210 Value ($000) $776 Avg Close — Range —
Q1 2025
Shares 2,631 Value ($000) $836 Avg Close — Range —
Q4 2024
Shares 8,894 Value ($000) $2,973 Avg Close — Range —
Q3 2024
Shares 2,624 Value ($000) $858 Avg Close — Range —
Q2 2024
Shares 4,154 Value ($000) $1,282 Avg Close — Range —
Q1 2024
Shares 3,630 Value ($000) $1,089 Avg Close — Range —
Q4 2023
Shares 3,426 Value ($000) $938 Avg Close — Range —
Q3 2023
Shares 5,695 Value ($000) $1,396 Avg Close — Range —
Q2 2023
Shares 6,568 Value ($000) $1,672 Avg Close — Range —
Q1 2023
Shares 2,905 Value ($000) $684 Avg Close — Range —
Q4 2022
Shares 6,249 Value ($000) $1,379 Avg Close — Range —
Q3 2022
Shares 1,580 Value ($000) $327 Avg Close — Range —