ISHARES TR

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

Whitegate Investment Counselors, Inc.'s Holding History (CIK: 0001667102)

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

Q4 2025
Shares 24,574 Value ($000) $4,453 Avg Close Range
Q3 2025
Shares 24,620 Value ($000) $4,353 Avg Close Range
Q2 2025
Shares 24,619 Value ($000) $3,884 Avg Close Range
Q1 2025
Shares 26,738 Value ($000) $4,037 Avg Close Range
Q4 2024
Shares 26,785 Value ($000) $4,397 Avg Close Range
Q3 2024
Shares 26,782 Value ($000) $4,468 Avg Close Range
Q2 2024
Shares 27,736 Value ($000) $4,224 Avg Close Range
Q1 2024
Shares 27,849 Value ($000) $4,423 Avg Close Range
Q4 2023
Shares 27,846 Value ($000) $4,325 Avg Close Range
Q3 2023
Shares 28,242 Value ($000) $3,828 Avg Close Range
Q2 2023
Shares 29,152 Value ($000) $4,105 Avg Close Range
Q1 2023
Shares 32,299 Value ($000) $4,426 Avg Close Range
Q4 2022
Shares 35,070 Value ($000) $5 Avg Close Range
Q3 2022
Shares 37,371 Value ($000) $4,818 Avg Close Range
Q2 2022
Shares 36,426 Value ($000) $4,959 Avg Close Range
Q1 2022
Shares 35,815 Value ($000) $5,781 Avg Close Range
Q4 2021
Shares 35,407 Value ($000) $5,879 Avg Close Range
Q3 2021
Shares 35,828 Value ($000) $5,741 Avg Close Range
Q2 2021
Shares 32,873 Value ($000) $5,449 Avg Close Range
Q1 2021
Shares 30,988 Value ($000) $4,942 Avg Close Range
Q4 2020
Shares 30,988 Value ($000) $4,083 Avg Close Range
Q3 2020
Shares 34,583 Value ($000) $3,435 Avg Close Range
Q2 2020
Shares 35,358 Value ($000) $3,446 Avg Close Range
Q1 2020
Shares 28,383 Value ($000) $2,328 Avg Close Range
Q4 2019
Shares 26,523 Value ($000) $3,410 Avg Close Range
Q3 2019
Shares 26,558 Value ($000) $3,171 Avg Close Range
Q2 2019
Shares 26,558 Value ($000) $3,200 Avg Close Range
Q1 2019
Shares 26,558 Value ($000) $3,184 Avg Close Range
Q4 2018
Shares 26,808 Value ($000) $2,883 Avg Close Range
Q3 2018
Shares 26,808 Value ($000) $3,565 Avg Close Range
Q2 2018
Shares 26,808 Value ($000) $3,537 Avg Close Range
Q1 2018
Shares 27,568 Value ($000) $3,360 Avg Close Range
Q4 2017
Shares 28,083 Value ($000) $3,531 Avg Close Range
Q3 2017
Shares 27,983 Value ($000) $3,473 Avg Close Range
Q2 2017
Shares 28,183 Value ($000) $3,350 Avg Close Range
Q1 2017
Shares 28,508 Value ($000) $3,369 Avg Close Range
Q4 2016
Shares 28,658 Value ($000) $3,409 Avg Close Range
Q3 2016
Shares 28,983 Value ($000) $3,036 Avg Close Range
Q2 2016
Shares 28,983 Value ($000) $2,820 Avg Close Range
Q1 2014
Shares 31,983 Value ($000) $2,980 Avg Close Range