ISHARES TR

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

Kovitz Investment Group Partners, LLC's Holding History (CIK: 0001665198)

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

Q3 2025
Shares 68,394 Value ($000) $12,093 Avg Close Range
Q2 2025
Shares 69,138 Value ($000) $10,907 Avg Close Range
Q1 2025
Shares 64,319 Value ($000) $9,711 Avg Close Range
Q4 2024
Shares 67,918 Value ($000) $11,150 Avg Close Range
Q3 2024
Shares 65,750 Value ($000) $1,654 Avg Close Range
Q2 2024
Shares 69,895 Value ($000) $10,645 Avg Close Range
Q1 2024
Shares 9,985 Value ($000) $1,586 Avg Close Range
Q4 2023
Shares 9,887 Value ($000) $1,536 Avg Close Range
Q3 2023
Shares 9,751 Value ($000) $1,322 Avg Close Range
Q2 2023
Shares 9,942 Value ($000) $1,400 Avg Close Range
Q1 2023
Shares 9,124 Value ($000) $1 Avg Close Range
Q4 2022
Shares 8,798 Value ($000) $1 Avg Close Range
Q3 2022
Shares 8,842 Value ($000) $1,140 Avg Close Range
Q2 2022
Shares 8,962 Value ($000) $1,220 Avg Close Range
Q1 2022
Shares 9,494 Value ($000) $1,532 Avg Close Range
Q4 2021
Shares 5,668 Value ($000) $747 Avg Close Range
Q3 2021
Shares 3,215 Value ($000) $515 Avg Close Range
Q2 2021
Shares 4,003 Value ($000) $664 Avg Close Range
Q1 2021
Shares 4,789 Value ($000) $764 Avg Close Range
Q4 2020
Shares 5,443 Value ($000) $717 Avg Close Range
Q3 2020
Shares 5,806 Value ($000) $577 Avg Close Range
Q2 2020
Shares 5,896 Value ($000) $575 Avg Close Range
Q1 2020
Shares 10,911 Value ($000) $895 Avg Close Range
Q4 2019
Shares 11,461 Value ($000) $1,474 Avg Close Range
Q3 2019
Shares 11,471 Value ($000) $1,370 Avg Close Range
Q2 2019
Shares 11,711 Value ($000) $1,411 Avg Close Range
Q1 2019
Shares 11,674 Value ($000) $1,400 Avg Close Range
Q1 2018
Shares 2,029 Value ($000) $247 Avg Close Range
Q4 2017
Shares 2,029 Value ($000) $255 Avg Close Range