ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

Chokshi & Queen Wealth Advisors, Inc's Holding History (CIK: 0002057199)

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

Q4 2025
Shares 7,966 Value ($000) $3,082 Avg Close — Range —
Q3 2025
Shares 8,299 Value ($000) $3,145 Avg Close — Range —
Q2 2025
Shares 8,918 Value ($000) $3,130 Avg Close — Range —
Q1 2025
Shares 8,757 Value ($000) $2,782 Avg Close — Range —
Q4 2024
Shares 8,827 Value ($000) $2,950 Avg Close — Range —