ISHARES TR

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

Shepherd Financial Partners LLC's Holding History (CIK: 0001696628)

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

Q4 2025
Shares 7,879 Value ($000) $759 Avg Close — Range —
Q3 2025
Shares 8,226 Value ($000) $794 Avg Close — Range —
Q2 2025
Shares 8,226 Value ($000) $757 Avg Close — Range —
Q1 2025
Shares 8,296 Value ($000) $706 Avg Close — Range —
Q4 2024
Shares 8,340 Value ($000) $737 Avg Close — Range —
Q3 2024
Shares 7,185 Value ($000) $633 Avg Close — Range —
Q2 2024
Shares 7,537 Value ($000) $611 Avg Close — Range —
Q1 2024
Shares 7,850 Value ($000) $660 Avg Close — Range —
Q4 2023
Shares 8,434 Value ($000) $656 Avg Close — Range —
Q3 2023
Shares 8,461 Value ($000) $586 Avg Close — Range —
Q2 2023
Shares 7,372 Value ($000) $538 Avg Close — Range —
Q1 2023
Shares 8,026 Value ($000) $561 Avg Close — Range —
Q4 2022
Shares 9,269 Value ($000) $625 Avg Close — Range —
Q3 2022
Shares 33,363 Value ($000) $2,073 Avg Close — Range —
Q2 2022
Shares 223,358 Value ($000) $14,442 Avg Close — Range —
Q1 2022
Shares 5,000 Value ($000) $390 Avg Close — Range —