ISHARES TR

Ticker: IWS CUSIP: 464287473 Class: Exchange Traded Fund

LGT Financial Advisors LLC's Holding History (CIK: 0001965191)

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

Q3 2025
Shares 3,382 Value ($000) $472 Avg Close — Range —
Q2 2025
Shares 3,368 Value ($000) $445 Avg Close — Range —
Q1 2025
Shares 3,355 Value ($000) $423 Avg Close — Range —
Q4 2024
Shares 3,343 Value ($000) $432 Avg Close — Range —
Q3 2024
Shares 3,328 Value ($000) $440 Avg Close — Range —
Q2 2024
Shares 9,198 Value ($000) $1,110 Avg Close — Range —
Q1 2024
Shares 9,518 Value ($000) $1,193 Avg Close — Range —
Q4 2023
Shares 9,489 Value ($000) $1,103 Avg Close — Range —
Q3 2023
Shares 11,230 Value ($000) $1,172 Avg Close — Range —
Q2 2023
Shares 11,231 Value ($000) $1,234 Avg Close — Range —
Q4 2022
Shares 11,152 Value ($000) $1,175 Avg Close — Range —