ISHARES TR

Ticker: IWS CUSIP: 464287473 Class: Exchange Traded Fund

SVB WEALTH LLC's Holding History (CIK: 0001626116)

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

Q4 2025
Shares 262,626 Value ($000) $37,043 Avg Close — Range —
Q3 2025
Shares 290,834 Value ($000) $40,621 Avg Close — Range —
Q2 2025
Shares 278,757 Value ($000) $36,835 Avg Close — Range —
Q4 2024
Shares 298,260 Value ($000) $38,577 Avg Close — Range —
Q3 2024
Shares 60,722 Value ($000) $8,030 Avg Close — Range —
Q2 2024
Shares 234,084 Value ($000) $28,263 Avg Close — Range —
Q1 2024
Shares 200,455 Value ($000) $25,123 Avg Close — Range —
Q4 2023
Shares 103,014 Value ($000) $11,979 Avg Close — Range —
Q3 2023
Shares 15,011 Value ($000) $1,566 Avg Close — Range —
Q2 2023
Shares 8,932 Value ($000) $981 Avg Close — Range —
Q1 2023
Shares 10,336 Value ($000) $1,098 Avg Close — Range —
Q4 2022
Shares 11,319 Value ($000) $1,192 Avg Close — Range —
Q3 2022
Shares 11,521 Value ($000) $1,107 Avg Close — Range —
Q2 2022
Shares 10,778 Value ($000) $1,095 Avg Close — Range —
Q1 2022
Shares 10,609 Value ($000) $1,269 Avg Close — Range —
Q4 2021
Shares 10,579 Value ($000) $1,295 Avg Close — Range —
Q3 2021
Shares 10,464 Value ($000) $1,185 Avg Close — Range —
Q2 2021
Shares 10,447 Value ($000) $1,201 Avg Close — Range —
Q1 2021
Shares 10,533 Value ($000) $1,151 Avg Close — Range —
Q4 2020
Shares 9,819 Value ($000) $952 Avg Close — Range —
Q3 2020
Shares 10,191 Value ($000) $824 Avg Close — Range —
Q2 2020
Shares 10,017 Value ($000) $767 Avg Close — Range —
Q1 2020
Shares 13,258 Value ($000) $850 Avg Close — Range —
Q4 2019
Shares 14,179 Value ($000) $1,344 Avg Close — Range —
Q3 2019
Shares 13,411 Value ($000) $1,203 Avg Close — Range —
Q2 2019
Shares 12,466 Value ($000) $1,111 Avg Close — Range —