ISHARES TR

Ticker: IWP CUSIP: 464287481 Class: RUS MD CP GR ETF

Tolleson Wealth Management, Inc.'s Holding History (CIK: 0001772937)

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

Q4 2025
Shares 26,171 Value ($000) $3,584 Avg Close — Range —
Q3 2025
Shares 26,171 Value ($000) $3,727 Avg Close — Range —
Q2 2025
Shares 26,171 Value ($000) $3,629 Avg Close — Range —
Q1 2025
Shares 26,836 Value ($000) $3,153 Avg Close — Range —
Q4 2024
Shares 28,435 Value ($000) $4 Avg Close — Range —
Q3 2024
Shares 30,880 Value ($000) $4 Avg Close — Range —
Q2 2024
Shares 34,903 Value ($000) $4 Avg Close — Range —
Q1 2024
Shares 36,304 Value ($000) $4 Avg Close — Range —
Q4 2023
Shares 43,850 Value ($000) $5 Avg Close — Range —
Q3 2023
Shares 58,757 Value ($000) $5 Avg Close — Range —
Q2 2023
Shares 61,531 Value ($000) $6 Avg Close — Range —
Q1 2023
Shares 149,019 Value ($000) $14 Avg Close — Range —
Q4 2022
Shares 203,065 Value ($000) $17 Avg Close — Range —
Q3 2022
Shares 274,416 Value ($000) $21,522 Avg Close — Range —
Q2 2022
Shares 266,343 Value ($000) $21,100 Avg Close — Range —
Q1 2022
Shares 141,692 Value ($000) $14,240 Avg Close — Range —
Q4 2021
Shares 170,441 Value ($000) $19,641 Avg Close — Range —
Q3 2021
Shares 145,285 Value ($000) $16,282 Avg Close — Range —
Q2 2021
Shares 146,754 Value ($000) $16,613 Avg Close — Range —
Q1 2021
Shares 148,132 Value ($000) $15,118 Avg Close — Range —
Q4 2020
Shares 149,745 Value ($000) $15,371 Avg Close — Range —
Q3 2020
Shares 62,910 Value ($000) $10,875 Avg Close — Range —
Q2 2020
Shares 62,483 Value ($000) $9,880 Avg Close — Range —
Q1 2020
Shares 93,095 Value ($000) $11,319 Avg Close — Range —
Q4 2018
Shares 24,741 Value ($000) $2,813 Avg Close — Range —