ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

Tolleson Wealth Management, Inc.'s Holding History (CIK: 0001772937)

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

Q2 2024
Shares 28,651 Value ($000) $3 Avg Close — Range —
Q1 2024
Shares 28,651 Value ($000) $2 Avg Close — Range —
Q4 2023
Shares 28,651 Value ($000) $2 Avg Close — Range —
Q3 2023
Shares 28,651 Value ($000) $2 Avg Close — Range —
Q2 2023
Shares 28,651 Value ($000) $2 Avg Close — Range —
Q1 2023
Shares 28,651 Value ($000) $2 Avg Close — Range —
Q4 2022
Shares 28,651 Value ($000) $2 Avg Close — Range —
Q3 2022
Shares 28,651 Value ($000) $1,657 Avg Close — Range —
Q2 2022
Shares 28,651 Value ($000) $1,729 Avg Close — Range —
Q1 2022
Shares 28,651 Value ($000) $2,188 Avg Close — Range —
Q4 2021
Shares 28,651 Value ($000) $2,397 Avg Close — Range —
Q3 2021
Shares 28,651 Value ($000) $2,118 Avg Close — Range —
Q2 2021
Shares 28,651 Value ($000) $2,084 Avg Close — Range —
Q1 2021
Shares 28,651 Value ($000) $1,865 Avg Close — Range —
Q4 2020
Shares 68,508 Value ($000) $4,372 Avg Close — Range —
Q3 2020
Shares 17,127 Value ($000) $3,958 Avg Close — Range —
Q2 2020
Shares 17,127 Value ($000) $3,554 Avg Close — Range —
Q1 2020
Shares 17,127 Value ($000) $2,827 Avg Close — Range —
Q4 2019
Shares 17,127 Value ($000) $3,316 Avg Close — Range —
Q3 2019
Shares 17,127 Value ($000) $3,083 Avg Close — Range —
Q2 2019
Shares 17,297 Value ($000) $3,100 Avg Close — Range —
Q1 2019
Shares 18,097 Value ($000) $3,119 Avg Close — Range —
Q4 2018
Shares 18,097 Value ($000) $2,727 Avg Close — Range —