ISHARES TR

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

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

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

Q4 2025
Shares 68,370 Value ($000) $6,582 Avg Close Range
Q3 2025
Shares 69,685 Value ($000) $6,728 Avg Close Range
Q2 2025
Shares 70,446 Value ($000) $6,479 Avg Close Range
Q1 2025
Shares 70,479 Value ($000) $5,996 Avg Close Range
Q4 2024
Shares 73,356 Value ($000) $6 Avg Close Range
Q3 2024
Shares 73,649 Value ($000) $6 Avg Close Range
Q2 2024
Shares 73,746 Value ($000) $6 Avg Close Range
Q1 2024
Shares 74,150 Value ($000) $6 Avg Close Range
Q4 2023
Shares 75,024 Value ($000) $6 Avg Close Range
Q3 2023
Shares 76,959 Value ($000) $5 Avg Close Range
Q2 2023
Shares 78,928 Value ($000) $6 Avg Close Range
Q1 2023
Shares 80,290 Value ($000) $6 Avg Close Range
Q4 2022
Shares 80,984 Value ($000) $5 Avg Close Range
Q3 2022
Shares 80,984 Value ($000) $5,033 Avg Close Range
Q2 2022
Shares 81,989 Value ($000) $5,301 Avg Close Range
Q1 2022
Shares 81,989 Value ($000) $6,398 Avg Close Range
Q4 2021
Shares 84,376 Value ($000) $7,004 Avg Close Range
Q3 2021
Shares 96,406 Value ($000) $7,541 Avg Close Range
Q2 2021
Shares 98,062 Value ($000) $7,770 Avg Close Range
Q1 2021
Shares 98,062 Value ($000) $7,250 Avg Close Range
Q4 2020
Shares 98,233 Value ($000) $6,734 Avg Close Range
Q3 2020
Shares 98,062 Value ($000) $5,627 Avg Close Range
Q2 2020
Shares 76,441 Value ($000) $4,097 Avg Close Range
Q1 2020
Shares 75,558 Value ($000) $3,262 Avg Close Range
Q4 2019
Shares 75,558 Value ($000) $4,505 Avg Close Range
Q3 2019
Shares 75,558 Value ($000) $4,227 Avg Close Range