ISHARES TR

Ticker: IWS CUSIP: 464287473 Class: Exchange Traded Fund

Truepoint, Inc.'s Holding History (CIK: 0001427748)

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

Q4 2025
Shares 7,986 Value ($000) $1,126 Avg Close — Range —
Q3 2025
Shares 7,869 Value ($000) $1,099 Avg Close — Range —
Q2 2025
Shares 6,557 Value ($000) $866 Avg Close — Range —
Q1 2025
Shares 8,656 Value ($000) $1,090 Avg Close — Range —
Q4 2024
Shares 8,719 Value ($000) $1,128 Avg Close — Range —
Q3 2024
Shares 8,872 Value ($000) $1,173 Avg Close — Range —
Q2 2024
Shares 9,023 Value ($000) $1,089 Avg Close — Range —
Q1 2024
Shares 9,606 Value ($000) $1,204 Avg Close — Range —
Q4 2023
Shares 7,304 Value ($000) $849 Avg Close — Range —
Q3 2023
Shares 7,352 Value ($000) $767 Avg Close — Range —
Q2 2023
Shares 7,445 Value ($000) $818 Avg Close — Range —
Q1 2023
Shares 7,332 Value ($000) $779 Avg Close — Range —
Q4 2022
Shares 7,342 Value ($000) $773 Avg Close — Range —
Q3 2022
Shares 5,270 Value ($000) $506 Avg Close — Range —
Q2 2022
Shares 5,270 Value ($000) $535 Avg Close — Range —
Q1 2022
Shares 5,299 Value ($000) $634 Avg Close — Range —
Q4 2021
Shares 5,299 Value ($000) $649 Avg Close — Range —
Q3 2021
Shares 5,299 Value ($000) $600 Avg Close — Range —
Q2 2021
Shares 5,728 Value ($000) $659 Avg Close — Range —
Q1 2021
Shares 5,708 Value ($000) $624 Avg Close — Range —
Q4 2020
Shares 6,782 Value ($000) $658 Avg Close — Range —
Q4 2019
Shares 6,782 Value ($000) $643 Avg Close — Range —
Q3 2019
Shares 6,782 Value ($000) $608 Avg Close — Range —
Q2 2019
Shares 6,782 Value ($000) $604 Avg Close — Range —
Q1 2019
Shares 6,782 Value ($000) $589 Avg Close — Range —
Q4 2018
Shares 6,782 Value ($000) $518 Avg Close — Range —
Q3 2018
Shares 6,782 Value ($000) $612 Avg Close — Range —
Q2 2018
Shares 6,782 Value ($000) $600 Avg Close — Range —
Q1 2018
Shares 586 Value ($000) $6,782 Avg Close — Range —
Q4 2017
Shares 6,782 Value ($000) $605 Avg Close — Range —
Q3 2017
Shares 6,812 Value ($000) $579 Avg Close — Range —
Q2 2017
Shares 6,712 Value ($000) $567 Avg Close — Range —
Q1 2017
Shares 6,672 Value ($000) $554 Avg Close — Range —
Q4 2016
Shares 6,672 Value ($000) $547 Avg Close — Range —
Q3 2016
Shares 6,672 Value ($000) $512 Avg Close — Range —
Q2 2016
Shares 6,672 Value ($000) $496 Avg Close — Range —
Q1 2016
Shares 6,672 Value ($000) $473 Avg Close — Range —
Q4 2015
Shares 6,898 Value ($000) $474 Avg Close — Range —
Q3 2015
Shares 5,788 Value ($000) $388 Avg Close — Range —
Q2 2015
Shares 5,788 Value ($000) $427 Avg Close — Range —
Q1 2015
Shares 10,166 Value ($000) $765 Avg Close — Range —
Q4 2014
Shares 5,311 Value ($000) $392 Avg Close — Range —
Q3 2014
Shares 5,311 Value ($000) $372 Avg Close — Range —
Q2 2014
Shares 5,686 Value ($000) $413 Avg Close — Range —
Q1 2014
Shares 5,088 Value ($000) $350 Avg Close — Range —
Q4 2013
Shares 5,296 Value ($000) $348 Avg Close — Range —
Q3 2013
Shares 20,173 Value ($000) $1,229 Avg Close — Range —