ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

HB Wealth Management, LLC's Holding History (CIK: 0001911253)

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

Q4 2025
Shares 79,930 Value ($000) $30,921 Avg Close — Range —
Q3 2025
Shares 80,503 Value ($000) $30,506 Avg Close — Range —
Q2 2025
Shares 82,501 Value ($000) $28,958 Avg Close — Range —
Q1 2025
Shares 82,399 Value ($000) $26,173 Avg Close — Range —
Q4 2024
Shares 84,327 Value ($000) $28,186 Avg Close — Range —
Q3 2024
Shares 85,236 Value ($000) $27,849 Avg Close — Range —
Q2 2024
Shares 85,616 Value ($000) $26,427 Avg Close — Range —
Q1 2024
Shares 85,347 Value ($000) $25,611 Avg Close — Range —
Q4 2023
Shares 84,973 Value ($000) $23,261 Avg Close — Range —
Q3 2023
Shares 88,545 Value ($000) $21,699 Avg Close — Range —
Q2 2023
Shares 88,718 Value ($000) $22,577 Avg Close — Range —
Q1 2023
Shares 88,598 Value ($000) $20,857 Avg Close — Range —
Q4 2022
Shares 93,343 Value ($000) $20,599 Avg Close — Range —
Q3 2022
Shares 73,007 Value ($000) $15,115 Avg Close — Range —
Q2 2022
Shares 55,604 Value ($000) $12,088 Avg Close — Range —
Q1 2022
Shares 5,034 Value ($000) $1,321 Avg Close — Range —
Q4 2021
Shares 5,034 Value ($000) $1,397 Avg Close — Range —