ISHARES TR

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

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

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

Q3 2025
Shares 1,773 Value ($000) $171 Avg Close — Range —
Q2 2025
Shares 1,767 Value ($000) $163 Avg Close — Range —
Q1 2025
Shares 1,762 Value ($000) $150 Avg Close — Range —
Q4 2024
Shares 1,757 Value ($000) $155 Avg Close — Range —
Q3 2024
Shares 1,750 Value ($000) $154 Avg Close — Range —
Q2 2024
Shares 1,743 Value ($000) $141 Avg Close — Range —
Q1 2024
Shares 1,739 Value ($000) $146 Avg Close — Range —
Q4 2023
Shares 1,734 Value ($000) $135 Avg Close — Range —
Q3 2023
Shares 1,718 Value ($000) $119 Avg Close — Range —
Q2 2023
Shares 1,718 Value ($000) $125 Avg Close — Range —
Q4 2022
Shares 1,707 Value ($000) $115 Avg Close — Range —