ISHARES TR

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

SVB WEALTH LLC's Holding History (CIK: 0001626116)

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

Q4 2025
Shares 23,924 Value ($000) $2,303 Avg Close — Range —
Q3 2025
Shares 22,377 Value ($000) $2,160 Avg Close — Range —
Q4 2024
Shares 13,220 Value ($000) $1,169 Avg Close — Range —
Q2 2024
Shares 12,539 Value ($000) $1,017 Avg Close — Range —
Q1 2024
Shares 12,539 Value ($000) $1,054 Avg Close — Range —
Q4 2023
Shares 10,920 Value ($000) $849 Avg Close — Range —
Q3 2023
Shares 11,124 Value ($000) $770 Avg Close — Range —
Q2 2023
Shares 11,392 Value ($000) $832 Avg Close — Range —
Q1 2023
Shares 28,751 Value ($000) $2,010 Avg Close — Range —
Q4 2022
Shares 31,654 Value ($000) $2,135 Avg Close — Range —
Q3 2022
Shares 18,956 Value ($000) $1,178 Avg Close — Range —
Q2 2022
Shares 16,535 Value ($000) $1,069 Avg Close — Range —
Q1 2022
Shares 11,690 Value ($000) $912 Avg Close — Range —
Q4 2021
Shares 9,682 Value ($000) $803 Avg Close — Range —
Q3 2021
Shares 12,113 Value ($000) $947 Avg Close — Range —
Q2 2021
Shares 12,113 Value ($000) $959 Avg Close — Range —
Q1 2021
Shares 12,113 Value ($000) $895 Avg Close — Range —
Q4 2020
Shares 12,713 Value ($000) $871 Avg Close — Range —
Q3 2020
Shares 12,713 Value ($000) $730 Avg Close — Range —
Q2 2020
Shares 9,712 Value ($000) $520 Avg Close — Range —
Q1 2020
Shares 806 Value ($000) $34 Avg Close — Range —
Q4 2019
Shares 12,352 Value ($000) $736 Avg Close — Range —
Q3 2019
Shares 11,893 Value ($000) $665 Avg Close — Range —
Q2 2019
Shares 12,167 Value ($000) $680 Avg Close — Range —