ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

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

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

Q4 2025
Shares 3,543 Value ($000) $1,323 Avg Close — Range —
Q3 2025
Shares 3,543 Value ($000) $1,295 Avg Close — Range —
Q2 2025
Shares 3,543 Value ($000) $1,203 Avg Close — Range —
Q1 2025
Shares 3,559 Value ($000) $1,092 Avg Close — Range —
Q4 2024
Shares 3,568 Value ($000) $1,149 Avg Close — Range —
Q3 2024
Shares 3,568 Value ($000) $1,122 Avg Close — Range —
Q2 2024
Shares 3,568 Value ($000) $1,062 Avg Close — Range —
Q1 2024
Shares 3,586 Value ($000) $1,033 Avg Close — Range —
Q4 2023
Shares 3,598 Value ($000) $944 Avg Close — Range —
Q3 2023
Shares 3,625 Value ($000) $852 Avg Close — Range —
Q2 2023
Shares 4,774 Value ($000) $1,164 Avg Close — Range —
Q1 2023
Shares 4,771 Value ($000) $1,075 Avg Close — Range —
Q4 2022
Shares 4,766 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 4,756 Value ($000) $939 Avg Close — Range —
Q2 2022
Shares 4,757 Value ($000) $988 Avg Close — Range —
Q1 2022
Shares 9,803 Value ($000) $2,451 Avg Close — Range —
Q4 2021
Shares 11,121 Value ($000) $2,941 Avg Close — Range —
Q3 2021
Shares 11,826 Value ($000) $2,858 Avg Close — Range —
Q2 2021
Shares 12,026 Value ($000) $2,911 Avg Close — Range —
Q1 2021
Shares 8,913 Value ($000) $1,995 Avg Close — Range —
Q4 2020
Shares 9,006 Value ($000) $1,908 Avg Close — Range —
Q3 2020
Shares 8,984 Value ($000) $1,681 Avg Close — Range —
Q2 2020
Shares 9,048 Value ($000) $1,553 Avg Close — Range —
Q1 2020
Shares 8,115 Value ($000) $1,148 Avg Close — Range —
Q4 2019
Shares 5,890 Value ($000) $1,051 Avg Close — Range —
Q3 2019
Shares 8,009 Value ($000) $1,318 Avg Close — Range —
Q2 2019
Shares 8,001 Value ($000) $1,302 Avg Close — Range —
Q1 2019
Shares 7,968 Value ($000) $1,253 Avg Close — Range —
Q4 2018
Shares 13,131 Value ($000) $1,821 Avg Close — Range —
Q3 2018
Shares 3,285 Value ($000) $531 Avg Close — Range —
Q2 2018
Shares 3,280 Value ($000) $499 Avg Close — Range —
Q1 2018
Shares 3,276 Value ($000) $481 Avg Close — Range —
Q4 2017
Shares 12,949 Value ($000) $1,924 Avg Close — Range —
Q3 2017
Shares 14,711 Value ($000) $2,058 Avg Close — Range —
Q2 2017
Shares 14,450 Value ($000) $1,955 Avg Close — Range —
Q1 2017
Shares 18,200 Value ($000) $2,389 Avg Close — Range —
Q4 2016
Shares 16,682 Value ($000) $2,076 Avg Close — Range —
Q3 2016
Shares 17,268 Value ($000) $2,080 Avg Close — Range —
Q2 2016
Shares 17,187 Value ($000) $2,009 Avg Close — Range —
Q1 2014
Shares 50,482 Value ($000) $5,758 Avg Close — Range —