ISHARES TR

Ticker: IWN CUSIP: 464287630 Class: RUS 2000 VAL ETF

SVB WEALTH LLC's Holding History (CIK: 0001626116)

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

Q4 2025
Shares 14,683 Value ($000) $2,661 Avg Close — Range —
Q3 2025
Shares 17,196 Value ($000) $3,040 Avg Close — Range —
Q2 2025
Shares 25,535 Value ($000) $4,028 Avg Close — Range —
Q4 2024
Shares 93,315 Value ($000) $15,320 Avg Close — Range —
Q2 2024
Shares 111,892 Value ($000) $17,041 Avg Close — Range —
Q1 2024
Shares 143,362 Value ($000) $22,767 Avg Close — Range —
Q4 2023
Shares 160,028 Value ($000) $24,857 Avg Close — Range —
Q3 2023
Shares 237,464 Value ($000) $32,188 Avg Close — Range —
Q2 2023
Shares 258,384 Value ($000) $36,380 Avg Close — Range —
Q1 2023
Shares 294,301 Value ($000) $40,325 Avg Close — Range —
Q4 2022
Shares 292,997 Value ($000) $40,630 Avg Close — Range —
Q3 2022
Shares 292,925 Value ($000) $37,766 Avg Close — Range —
Q2 2022
Shares 280,074 Value ($000) $38,132 Avg Close — Range —
Q1 2022
Shares 266,633 Value ($000) $43,033 Avg Close — Range —
Q4 2021
Shares 228,767 Value ($000) $37,986 Avg Close — Range —
Q3 2021
Shares 117,567 Value ($000) $18,837 Avg Close — Range —
Q2 2021
Shares 72,709 Value ($000) $12,053 Avg Close — Range —
Q1 2021
Shares 75,222 Value ($000) $11,996 Avg Close — Range —
Q4 2020
Shares 38,340 Value ($000) $5,051 Avg Close — Range —
Q3 2020
Shares 25,760 Value ($000) $2,559 Avg Close — Range —
Q2 2020
Shares 25,529 Value ($000) $2,487 Avg Close — Range —
Q1 2020
Shares 18,077 Value ($000) $1,483 Avg Close — Range —
Q4 2019
Shares 24,074 Value ($000) $3,095 Avg Close — Range —
Q3 2019
Shares 28,218 Value ($000) $3,370 Avg Close — Range —
Q2 2019
Shares 50,628 Value ($000) $6,101 Avg Close — Range —