ISHARES TR

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

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

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

Q3 2025
Shares 458 Value ($000) $65 Avg Close — Range —
Q2 2025
Shares 458 Value ($000) $64 Avg Close — Range —
Q1 2025
Shares 458 Value ($000) $54 Avg Close — Range —
Q4 2024
Shares 734 Value ($000) $93 Avg Close — Range —
Q3 2024
Shares 805 Value ($000) $94 Avg Close — Range —
Q2 2024
Shares 1,697 Value ($000) $187 Avg Close — Range —
Q1 2024
Shares 1,697 Value ($000) $194 Avg Close — Range —
Q4 2023
Shares 1,716 Value ($000) $179 Avg Close — Range —
Q3 2023
Shares 1,800 Value ($000) $164 Avg Close — Range —
Q2 2023
Shares 2,031 Value ($000) $196 Avg Close — Range —
Q4 2022
Shares 3,755 Value ($000) $314 Avg Close — Range —