ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

Legacy Capital Group California, Inc.'s Holding History (CIK: 0001977092)

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

Q4 2025
Shares 987 Value ($000) $382 Avg Close — Range —
Q3 2025
Shares 987 Value ($000) $374 Avg Close — Range —
Q2 2025
Shares 987 Value ($000) $346 Avg Close — Range —
Q1 2025
Shares 987 Value ($000) $314 Avg Close — Range —
Q4 2024
Shares 987 Value ($000) $330 Avg Close — Range —
Q3 2024
Shares 987 Value ($000) $322 Avg Close — Range —
Q2 2024
Shares 987 Value ($000) $305 Avg Close — Range —
Q1 2024
Shares 987 Value ($000) $296 Avg Close — Range —
Q4 2023
Shares 987 Value ($000) $270 Avg Close — Range —
Q3 2023
Shares 987 Value ($000) $242 Avg Close — Range —
Q2 2023
Shares 987 Value ($000) $251 Avg Close — Range —
Q1 2023
Shares 987 Value ($000) $232 Avg Close — Range —