ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

BSW Wealth Partners's Holding History (CIK: 0001512601)

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

Q4 2025
Shares 1,406 Value ($000) $525 Avg Close — Range —
Q3 2025
Shares 1,406 Value ($000) $514 Avg Close — Range —
Q2 2025
Shares 1,406 Value ($000) $477 Avg Close — Range —
Q1 2025
Shares 1,406 Value ($000) $431 Avg Close — Range —
Q4 2024
Shares 1,406 Value ($000) $453 Avg Close — Range —
Q3 2024
Shares 1,406 Value ($000) $442 Avg Close — Range —
Q2 2024
Shares 1,406 Value ($000) $418 Avg Close — Range —
Q1 2024
Shares 1,406 Value ($000) $405 Avg Close — Range —
Q4 2023
Shares 1,406 Value ($000) $369 Avg Close — Range —
Q3 2023
Shares 1,406 Value ($000) $330 Avg Close — Range —
Q2 2023
Shares 1,406 Value ($000) $343 Avg Close — Range —
Q1 2023
Shares 1,265 Value ($000) $285 Avg Close — Range —
Q4 2022
Shares 1,265 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 1,265 Value ($000) $250 Avg Close — Range —