ISHARES TR

Ticker: IWF CUSIP: 464287614 Class: RUS 1000 GRW ETF

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

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

Q4 2025
Shares 15,453 Value ($000) $7,314 Avg Close Range
Q3 2025
Shares 16,325 Value ($000) $7,647 Avg Close Range
Q2 2025
Shares 16,627 Value ($000) $7,059 Avg Close Range
Q1 2025
Shares 16,917 Value ($000) $6,109 Avg Close Range
Q4 2024
Shares 17,527 Value ($000) $7 Avg Close Range
Q3 2024
Shares 17,668 Value ($000) $7 Avg Close Range
Q2 2024
Shares 17,739 Value ($000) $6 Avg Close Range
Q1 2024
Shares 18,207 Value ($000) $6 Avg Close Range
Q4 2023
Shares 18,516 Value ($000) $6 Avg Close Range
Q3 2023
Shares 19,906 Value ($000) $5 Avg Close Range
Q2 2023
Shares 20,735 Value ($000) $6 Avg Close Range
Q1 2023
Shares 21,220 Value ($000) $5 Avg Close Range
Q4 2022
Shares 21,236 Value ($000) $5 Avg Close Range
Q3 2022
Shares 21,596 Value ($000) $4,544 Avg Close Range
Q2 2022
Shares 21,732 Value ($000) $4,753 Avg Close Range
Q1 2022
Shares 21,732 Value ($000) $6,033 Avg Close Range
Q4 2021
Shares 22,740 Value ($000) $6,949 Avg Close Range
Q3 2021
Shares 24,473 Value ($000) $6,707 Avg Close Range
Q2 2021
Shares 24,654 Value ($000) $6,693 Avg Close Range
Q1 2021
Shares 24,654 Value ($000) $5,992 Avg Close Range
Q4 2020
Shares 24,654 Value ($000) $5,945 Avg Close Range
Q3 2020
Shares 24,654 Value ($000) $5,347 Avg Close Range
Q2 2020
Shares 32,048 Value ($000) $6,152 Avg Close Range
Q1 2020
Shares 31,730 Value ($000) $4,780 Avg Close Range
Q4 2019
Shares 31,895 Value ($000) $5,611 Avg Close Range
Q3 2019
Shares 31,895 Value ($000) $5,091 Avg Close Range