ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

LGT Financial Advisors LLC's Holding History (CIK: 0001965191)

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

Q3 2025
Shares 1,410 Value ($000) $515 Avg Close — Range —
Q2 2025
Shares 1,415 Value ($000) $481 Avg Close — Range —
Q1 2025
Shares 1,453 Value ($000) $446 Avg Close — Range —
Q4 2024
Shares 1,226 Value ($000) $395 Avg Close — Range —
Q3 2024
Shares 1,226 Value ($000) $386 Avg Close — Range —
Q2 2024
Shares 1,224 Value ($000) $364 Avg Close — Range —
Q1 2024
Shares 1,811 Value ($000) $522 Avg Close — Range —
Q4 2023
Shares 1,875 Value ($000) $492 Avg Close — Range —
Q3 2023
Shares 2,045 Value ($000) $480 Avg Close — Range —
Q2 2023
Shares 2,710 Value ($000) $661 Avg Close — Range —
Q4 2022
Shares 3,318 Value ($000) $699 Avg Close — Range —