ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

Kovitz Investment Group Partners, LLC's Holding History (CIK: 0001665198)

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

Q4 2025
Shares 41,442 Value ($000) $8,717 Avg Close — Range —
Q3 2025
Shares 916,955 Value ($000) $186,683 Avg Close — Range —
Q2 2025
Shares 920,920 Value ($000) $178,871 Avg Close — Range —
Q1 2025
Shares 941,235 Value ($000) $177,103 Avg Close — Range —
Q4 2024
Shares 861,760 Value ($000) $159,538 Avg Close — Range —
Q3 2024
Shares 825,144 Value ($000) $74,919 Avg Close — Range —
Q2 2024
Shares 662,173 Value ($000) $115,530 Avg Close — Range —
Q1 2024
Shares 217,439 Value ($000) $38,945 Avg Close — Range —
Q4 2023
Shares 1,926 Value ($000) $318 Avg Close — Range —
Q3 2023
Shares 1,954 Value ($000) $297 Avg Close — Range —
Q2 2023
Shares 1,979 Value ($000) $312 Avg Close — Range —
Q1 2023
Shares 2,316 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 1,433 Value ($000) $0 Avg Close — Range —
Q2 2022
Shares 1,525 Value ($000) $221 Avg Close — Range —
Q1 2022
Shares 1,554 Value ($000) $258 Avg Close — Range —
Q4 2021
Shares 2,387 Value ($000) $326 Avg Close — Range —
Q2 2021
Shares 1,993 Value ($000) $316 Avg Close — Range —
Q1 2021
Shares 2,877 Value ($000) $436 Avg Close — Range —
Q4 2020
Shares 2,187 Value ($000) $299 Avg Close — Range —
Q3 2020
Shares 2,502 Value ($000) $296 Avg Close — Range —
Q2 2020
Shares 3,065 Value ($000) $345 Avg Close — Range —
Q1 2020
Shares 4,525 Value ($000) $449 Avg Close — Range —
Q4 2019
Shares 6,758 Value ($000) $922 Avg Close — Range —
Q3 2019
Shares 6,943 Value ($000) $890 Avg Close — Range —
Q2 2019
Shares 7,073 Value ($000) $900 Avg Close — Range —
Q1 2019
Shares 7,330 Value ($000) $906 Avg Close — Range —
Q3 2018
Shares 1,780 Value ($000) $225 Avg Close — Range —
Q2 2018
Shares 2,180 Value ($000) $265 Avg Close — Range —
Q1 2018
Shares 2,468 Value ($000) $296 Avg Close — Range —
Q4 2017
Shares 2,010 Value ($000) $250 Avg Close — Range —
Q2 2017
Shares 2,295 Value ($000) $267 Avg Close — Range —
Q1 2017
Shares 2,948 Value ($000) $339 Avg Close — Range —
Q4 2016
Shares 2,948 Value ($000) $330 Avg Close — Range —
Q3 2016
Shares 3,068 Value ($000) $324 Avg Close — Range —
Q2 2016
Shares 3,168 Value ($000) $327 Avg Close — Range —
Q1 2016
Shares 3,168 Value ($000) $313 Avg Close — Range —