ISHARES TR

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

Whitegate Investment Counselors, Inc.'s Holding History (CIK: 0001667102)

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

Q4 2025
Shares 6,380 Value ($000) $1,342 Avg Close — Range —
Q3 2025
Shares 6,479 Value ($000) $1,319 Avg Close — Range —
Q2 2025
Shares 6,629 Value ($000) $1,288 Avg Close — Range —
Q1 2025
Shares 6,629 Value ($000) $1,247 Avg Close — Range —
Q4 2024
Shares 6,853 Value ($000) $1,269 Avg Close — Range —
Q3 2024
Shares 6,853 Value ($000) $1,301 Avg Close — Range —
Q2 2024
Shares 7,023 Value ($000) $1,225 Avg Close — Range —
Q1 2024
Shares 7,160 Value ($000) $1,282 Avg Close — Range —
Q4 2023
Shares 7,160 Value ($000) $1,183 Avg Close — Range —
Q3 2023
Shares 7,165 Value ($000) $1,088 Avg Close — Range —
Q2 2023
Shares 7,065 Value ($000) $1,115 Avg Close — Range —
Q1 2023
Shares 7,065 Value ($000) $1,076 Avg Close — Range —
Q4 2022
Shares 7,065 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 7,065 Value ($000) $961 Avg Close — Range —
Q2 2022
Shares 7,065 Value ($000) $1,024 Avg Close — Range —
Q1 2022
Shares 7,065 Value ($000) $1,173 Avg Close — Range —
Q4 2021
Shares 7,065 Value ($000) $1,186 Avg Close — Range —
Q3 2021
Shares 7,187 Value ($000) $1,125 Avg Close — Range —
Q2 2021
Shares 7,187 Value ($000) $1,140 Avg Close — Range —
Q1 2021
Shares 7,187 Value ($000) $1,089 Avg Close — Range —
Q4 2020
Shares 20,484 Value ($000) $2,801 Avg Close — Range —
Q3 2020
Shares 20,205 Value ($000) $2,387 Avg Close — Range —
Q2 2020
Shares 25,325 Value ($000) $2,852 Avg Close — Range —
Q1 2020
Shares 24,023 Value ($000) $2,383 Avg Close — Range —
Q4 2019
Shares 24,023 Value ($000) $3,279 Avg Close — Range —
Q3 2019
Shares 23,757 Value ($000) $3,047 Avg Close — Range —
Q2 2019
Shares 23,757 Value ($000) $3,022 Avg Close — Range —
Q1 2019
Shares 23,531 Value ($000) $2,906 Avg Close — Range —
Q4 2018
Shares 23,436 Value ($000) $2,603 Avg Close — Range —
Q3 2018
Shares 23,192 Value ($000) $2,937 Avg Close — Range —
Q2 2018
Shares 23,092 Value ($000) $2,803 Avg Close — Range —
Q1 2018
Shares 23,473 Value ($000) $2,816 Avg Close — Range —
Q4 2017
Shares 23,158 Value ($000) $2,879 Avg Close — Range —
Q3 2017
Shares 25,140 Value ($000) $2,979 Avg Close — Range —
Q2 2017
Shares 25,107 Value ($000) $2,923 Avg Close — Range —
Q1 2017
Shares 25,032 Value ($000) $2,877 Avg Close — Range —
Q4 2016
Shares 24,808 Value ($000) $2,779 Avg Close — Range —
Q3 2016
Shares 24,715 Value ($000) $2,610 Avg Close — Range —
Q2 2016
Shares 24,606 Value ($000) $2,540 Avg Close — Range —
Q1 2014
Shares 24,992 Value ($000) $2,470 Avg Close — Range —