ISHARES TR

Ticker: IWS CUSIP: 464287473 Class: Exchange Traded Fund

Badgley Phelps Wealth Managers, LLC's Holding History (CIK: 0001895362)

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

Q4 2025
Shares 171,939 Value ($000) $24,252 Avg Close Range
Q3 2025
Shares 167,953 Value ($000) $23,458 Avg Close Range
Q2 2025
Shares 166,625 Value ($000) $22,018 Avg Close Range
Q1 2025
Shares 163,875 Value ($000) $20,643 Avg Close Range
Q4 2024
Shares 159,838 Value ($000) $20,673 Avg Close Range
Q3 2024
Shares 158,165 Value ($000) $20,917 Avg Close Range
Q2 2024
Shares 155,836 Value ($000) $18,816 Avg Close Range
Q1 2024
Shares 155,771 Value ($000) $19,523 Avg Close Range
Q4 2023
Shares 148,976 Value ($000) $17,324 Avg Close Range
Q3 2023
Shares 142,747 Value ($000) $14,894 Avg Close Range
Q2 2023
Shares 114,863 Value ($000) $12,617 Avg Close Range
Q1 2023
Shares 109,534 Value ($000) $11,633 Avg Close Range
Q4 2022
Shares 102,159 Value ($000) $10,761 Avg Close Range
Q3 2022
Shares 106,144 Value ($000) $10,195 Avg Close Range
Q2 2022
Shares 95,135 Value ($000) $9,663 Avg Close Range
Q1 2022
Shares 24,666 Value ($000) $2,951 Avg Close Range
Q4 2021
Shares 12,992 Value ($000) $1,590 Avg Close Range
Q3 2021
Shares 12,880 Value ($000) $1,459 Avg Close Range