ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

TFO Wealth Partners, LLC's Holding History (CIK: 0001698750)

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

Q4 2025
Shares 90,934 Value ($000) $33,958 Avg Close — Range —
Q3 2025
Shares 91,027 Value ($000) $33,268 Avg Close — Range —
Q2 2025
Shares 91,027 Value ($000) $30,910 Avg Close — Range —
Q1 2025
Shares 90,596 Value ($000) $27,789 Avg Close — Range —
Q3 2024
Shares 90,883 Value ($000) $28,573 Avg Close — Range —
Q2 2024
Shares 90,928 Value ($000) $27,055 Avg Close — Range —
Q1 2024
Shares 90,720 Value ($000) $26,130 Avg Close — Range —
Q4 2023
Shares 90,468 Value ($000) $23,726 Avg Close — Range —
Q3 2023
Shares 90,158 Value ($000) $21,975 Avg Close — Range —
Q2 2023
Shares 90,158 Value ($000) $21,975 Avg Close — Range —
Q1 2023
Shares 90,158 Value ($000) $20,306 Avg Close — Range —
Q4 2022
Shares 20,979 Value ($000) $4,495 Avg Close — Range —
Q3 2022
Shares 90,548 Value ($000) $17,868 Avg Close — Range —
Q2 2022
Shares 90,548 Value ($000) $18,812 Avg Close — Range —
Q1 2022
Shares 90,548 Value ($000) $22,643 Avg Close — Range —
Q4 2021
Shares 90,548 Value ($000) $23,447 Avg Close — Range —
Q3 2021
Shares 90,726 Value ($000) $21,929 Avg Close — Range —
Q2 2021
Shares 90,742 Value ($000) $21,970 Avg Close — Range —
Q1 2021
Shares 90,879 Value ($000) $20,342 Avg Close — Range —
Q4 2020
Shares 91,172 Value ($000) $19,314 Avg Close — Range —
Q3 2020
Shares 91,172 Value ($000) $17,063 Avg Close — Range —
Q2 2020
Shares 91,183 Value ($000) $15,654 Avg Close — Range —
Q1 2020
Shares 91,217 Value ($000) $12,909 Avg Close — Range —
Q4 2019
Shares 92,575 Value ($000) $16,517 Avg Close — Range —