ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC's Holding History (CIK: 0001005607)

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

Q4 2025
Shares 6,600 Value ($000) $635 Avg Close — Range —
Q3 2025
Shares 6,600 Value ($000) $637 Avg Close — Range —
Q2 2025
Shares 6,600 Value ($000) $607 Avg Close — Range —
Q1 2025
Shares 6,600 Value ($000) $561 Avg Close — Range —
Q4 2024
Shares 6,600 Value ($000) $583 Avg Close — Range —
Q3 2024
Shares 6,600 Value ($000) $582 Avg Close — Range —
Q2 2024
Shares 6,740 Value ($000) $546 Avg Close — Range —
Q1 2024
Shares 6,600 Value ($000) $555 Avg Close — Range —
Q4 2023
Shares 6,600 Value ($000) $513 Avg Close — Range —
Q3 2023
Shares 5,640 Value ($000) $391 Avg Close — Range —
Q2 2023
Shares 5,600 Value ($000) $409 Avg Close — Range —
Q4 2022
Shares 5,590 Value ($000) $377 Avg Close — Range —
Q3 2022
Shares 5,590 Value ($000) $347 Avg Close — Range —
Q2 2022
Shares 4,540 Value ($000) $294 Avg Close — Range —
Q1 2022
Shares 4,540 Value ($000) $354 Avg Close — Range —
Q4 2021
Shares 3,640 Value ($000) $302 Avg Close — Range —