ISHARES TR

Ticker: ILCG CUSIP: 464287119 Class: MORNINGSTAR GRWT

Kelman-Lazarov, Inc.'s Holding History (CIK: 0001672067)

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

Q4 2025
Shares 2,965 Value ($000) $308 Avg Close — Range —
Q3 2025
Shares 2,964 Value ($000) $309 Avg Close — Range —
Q2 2025
Shares 2,963 Value ($000) $287 Avg Close — Range —
Q1 2025
Shares 2,963 Value ($000) $240 Avg Close — Range —
Q4 2024
Shares 2,962 Value ($000) $265 Avg Close — Range —
Q3 2024
Shares 2,962 Value ($000) $249 Avg Close — Range —
Q2 2024
Shares 2,962 Value ($000) $241 Avg Close — Range —
Q1 2024
Shares 3,061 Value ($000) $231 Avg Close — Range —
Q4 2023
Shares 3,061 Value ($000) $208 Avg Close — Range —
Q1 2023
Shares 7,216 Value ($000) $399 Avg Close — Range —
Q4 2022
Shares 7,989 Value ($000) $389 Avg Close — Range —
Q3 2022
Shares 8,460 Value ($000) $408 Avg Close — Range —
Q2 2022
Shares 8,460 Value ($000) $424 Avg Close — Range —
Q1 2022
Shares 8,490 Value ($000) $552 Avg Close — Range —
Q4 2021
Shares 8,490 Value ($000) $610 Avg Close — Range —
Q3 2021
Shares 8,490 Value ($000) $557 Avg Close — Range —
Q2 2021
Shares 8,490 Value ($000) $550 Avg Close — Range —
Q1 2021
Shares 1,698 Value ($000) $490 Avg Close — Range —
Q4 2020
Shares 1,698 Value ($000) $492 Avg Close — Range —
Q3 2020
Shares 1,698 Value ($000) $454 Avg Close — Range —
Q2 2020
Shares 1,708 Value ($000) $400 Avg Close — Range —
Q1 2020
Shares 1,721 Value ($000) $320 Avg Close — Range —
Q4 2019
Shares 1,729 Value ($000) $363 Avg Close — Range —
Q3 2019
Shares 2,254 Value ($000) $432 Avg Close — Range —
Q2 2019
Shares 3,254 Value ($000) $624 Avg Close — Range —
Q1 2019
Shares 3,254 Value ($000) $595 Avg Close — Range —
Q4 2018
Shares 3,287 Value ($000) $521 Avg Close — Range —
Q3 2018
Shares 3,529 Value ($000) $656 Avg Close — Range —
Q2 2018
Shares 3,529 Value ($000) $616 Avg Close — Range —
Q1 2018
Shares 3,035 Value ($000) $497 Avg Close — Range —
Q4 2017
Shares 3,035 Value ($000) $475 Avg Close — Range —
Q3 2017
Shares 3,035 Value ($000) $444 Avg Close — Range —
Q2 2017
Shares 3,065 Value ($000) $427 Avg Close — Range —
Q1 2017
Shares 3,865 Value ($000) $509 Avg Close — Range —
Q4 2016
Shares 3,865 Value ($000) $467,742 Avg Close — Range —
Q3 2016
Shares 3,865 Value ($000) $467,549 Avg Close — Range —
Q2 2016
Shares 3,865 Value ($000) $455,065 Avg Close — Range —
Q1 2016
Shares 3,865 Value ($000) $462 Avg Close — Range —