ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

Whitegate Investment Counselors, Inc.'s Holding History (CIK: 0001667102)

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

Q3 2021
Shares 3,600 Value ($000) $524 Avg Close Range
Q2 2021
Shares 3,611 Value ($000) $533 Avg Close Range
Q1 2021
Shares 3,611 Value ($000) $510 Avg Close Range
Q4 2020
Shares 3,611 Value ($000) $462 Avg Close Range
Q3 2020
Shares 3,588 Value ($000) $403 Avg Close Range
Q2 2020
Shares 4,901 Value ($000) $530 Avg Close Range
Q1 2020
Shares 5,908 Value ($000) $569 Avg Close Range
Q4 2019
Shares 6,630 Value ($000) $862 Avg Close Range
Q3 2019
Shares 6,418 Value ($000) $765 Avg Close Range
Q2 2019
Shares 6,041 Value ($000) $704 Avg Close Range
Q1 2019
Shares 5,592 Value ($000) $630 Avg Close Range
Q4 2018
Shares 5,823 Value ($000) $589 Avg Close Range
Q3 2018
Shares 5,707 Value ($000) $661 Avg Close Range
Q2 2018
Shares 5,585 Value ($000) $615 Avg Close Range
Q1 2018
Shares 5,437 Value ($000) $594 Avg Close Range
Q4 2017
Shares 5,347 Value ($000) $611 Avg Close Range
Q3 2017
Shares 5,512 Value ($000) $595 Avg Close Range
Q2 2017
Shares 5,491 Value ($000) $576 Avg Close Range
Q1 2017
Shares 5,324 Value ($000) $554 Avg Close Range
Q4 2016
Shares 3,214 Value ($000) $326 Avg Close Range
Q3 2016
Shares 3,214 Value ($000) $305 Avg Close Range