ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

Shepherd Financial Partners LLC's Holding History (CIK: 0001696628)

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

Q4 2025
Shares 2,627 Value ($000) $981 Avg Close — Range —
Q3 2025
Shares 2,627 Value ($000) $960 Avg Close — Range —
Q2 2025
Shares 2,627 Value ($000) $892 Avg Close — Range —
Q1 2025
Shares 2,627 Value ($000) $806 Avg Close — Range —
Q4 2024
Shares 2,633 Value ($000) $848 Avg Close — Range —
Q3 2024
Shares 2,657 Value ($000) $835 Avg Close — Range —
Q2 2024
Shares 2,657 Value ($000) $791 Avg Close — Range —
Q1 2024
Shares 2,657 Value ($000) $765 Avg Close — Range —
Q4 2023
Shares 2,660 Value ($000) $698 Avg Close — Range —
Q3 2023
Shares 2,667 Value ($000) $627 Avg Close — Range —
Q2 2023
Shares 2,667 Value ($000) $650 Avg Close — Range —
Q1 2023
Shares 2,882 Value ($000) $649 Avg Close — Range —
Q4 2022
Shares 2,918 Value ($000) $614 Avg Close — Range —
Q3 2022
Shares 2,918 Value ($000) $576 Avg Close — Range —
Q2 2022
Shares 2,920 Value ($000) $607 Avg Close — Range —
Q1 2022
Shares 3,057 Value ($000) $765 Avg Close — Range —
Q4 2021
Shares 3,146 Value ($000) $831 Avg Close — Range —
Q3 2021
Shares 3,146 Value ($000) $760 Avg Close — Range —
Q2 2021
Shares 3,186 Value ($000) $771 Avg Close — Range —
Q1 2021
Shares 3,298 Value ($000) $738 Avg Close — Range —
Q4 2020
Shares 3,726 Value ($000) $790 Avg Close — Range —
Q3 2020
Shares 3,967 Value ($000) $742 Avg Close — Range —
Q2 2020
Shares 3,967 Value ($000) $681 Avg Close — Range —
Q1 2020
Shares 4,021 Value ($000) $569 Avg Close — Range —
Q4 2019
Shares 4,221 Value ($000) $754 Avg Close — Range —
Q3 2019
Shares 4,221 Value ($000) $695 Avg Close — Range —
Q2 2019
Shares 4,221 Value ($000) $687 Avg Close — Range —
Q1 2019
Shares 4,167 Value ($000) $656 Avg Close — Range —
Q4 2018
Shares 4,173 Value ($000) $578 Avg Close — Range —
Q3 2018
Shares 4,173 Value ($000) $635 Avg Close — Range —
Q2 2018
Shares 4,173 Value ($000) $636 Avg Close — Range —
Q1 2018
Shares 3,993 Value ($000) $586 Avg Close — Range —
Q4 2017
Shares 4,059 Value ($000) $603 Avg Close — Range —
Q3 2017
Shares 3,993 Value ($000) $565 Avg Close — Range —
Q2 2017
Shares 3,993 Value ($000) $538 Avg Close — Range —
Q1 2017
Shares 3,993 Value ($000) $523 Avg Close — Range —
Q4 2016
Shares 3,748 Value ($000) $471 Avg Close — Range —