ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

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

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

Q4 2025
Shares 1,690 Value ($000) $631 Avg Close Range
Q3 2025
Shares 1,690 Value ($000) $618 Avg Close Range
Q2 2025
Shares 1,690 Value ($000) $574 Avg Close Range
Q1 2025
Shares 1,690 Value ($000) $518 Avg Close Range
Q4 2024
Shares 1,690 Value ($000) $1 Avg Close Range
Q3 2024
Shares 1,690 Value ($000) $1 Avg Close Range
Q2 2024
Shares 1,690 Value ($000) $1 Avg Close Range
Q1 2024
Shares 1,690 Value ($000) $0 Avg Close Range
Q4 2023
Shares 1,690 Value ($000) $0 Avg Close Range
Q3 2023
Shares 1,690 Value ($000) $0 Avg Close Range
Q2 2023
Shares 1,690 Value ($000) $0 Avg Close Range
Q1 2023
Shares 1,690 Value ($000) $0 Avg Close Range
Q4 2022
Shares 1,690 Value ($000) $0 Avg Close Range
Q3 2022
Shares 1,690 Value ($000) $333 Avg Close Range
Q2 2022
Shares 1,690 Value ($000) $351 Avg Close Range
Q1 2022
Shares 1,690 Value ($000) $423 Avg Close Range
Q4 2021
Shares 1,690 Value ($000) $447 Avg Close Range
Q3 2021
Shares 1,690 Value ($000) $408 Avg Close Range
Q2 2021
Shares 1,690 Value ($000) $409 Avg Close Range
Q1 2021
Shares 1,690 Value ($000) $378 Avg Close Range
Q4 2020
Shares 1,690 Value ($000) $358 Avg Close Range
Q3 2020
Shares 1,690 Value ($000) $316 Avg Close Range
Q2 2020
Shares 1,690 Value ($000) $290 Avg Close Range
Q1 2020
Shares 1,690 Value ($000) $239 Avg Close Range
Q4 2019
Shares 1,690 Value ($000) $302 Avg Close Range
Q3 2019
Shares 1,690 Value ($000) $278 Avg Close Range