ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

KMG FIDUCIARY PARTNERS, LLC's Holding History (CIK: 0001773205)

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

Q3 2025
Shares 7,051 Value ($000) $2,577 Avg Close — Range —
Q2 2025
Shares 8,552 Value ($000) $2,904 Avg Close — Range —
Q1 2025
Shares 8,552 Value ($000) $2,622 Avg Close — Range —
Q4 2024
Shares 8,693 Value ($000) $2,800 Avg Close — Range —
Q3 2024
Shares 8,699 Value ($000) $2,735 Avg Close — Range —
Q2 2024
Shares 9,544 Value ($000) $2,840 Avg Close — Range —
Q1 2024
Shares 9,716 Value ($000) $2,798 Avg Close — Range —
Q4 2023
Shares 9,598 Value ($000) $2,517 Avg Close — Range —
Q3 2023
Shares 9,598 Value ($000) $2,255 Avg Close — Range —
Q2 2023
Shares 9,099 Value ($000) $2,218 Avg Close — Range —
Q1 2023
Shares 9,099 Value ($000) $2,049 Avg Close — Range —
Q4 2022
Shares 2,531 Value ($000) $533 Avg Close — Range —
Q3 2022
Shares 1,560 Value ($000) $308 Avg Close — Range —
Q2 2022
Shares 1,560 Value ($000) $324 Avg Close — Range —
Q1 2022
Shares 1,560 Value ($000) $390 Avg Close — Range —
Q4 2021
Shares 1,560 Value ($000) $413 Avg Close — Range —