ISHARES TR

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

Shepherd Financial Partners LLC's Holding History (CIK: 0001696628)

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

Q4 2025
Shares 1,385 Value ($000) $251 Avg Close — Range —
Q3 2025
Shares 1,465 Value ($000) $259 Avg Close — Range —
Q2 2025
Shares 1,465 Value ($000) $231 Avg Close — Range —
Q1 2025
Shares 1,465 Value ($000) $221 Avg Close — Range —
Q4 2024
Shares 1,465 Value ($000) $241 Avg Close — Range —
Q3 2024
Shares 1,465 Value ($000) $244 Avg Close — Range —
Q2 2024
Shares 1,465 Value ($000) $223 Avg Close — Range —
Q1 2024
Shares 1,717 Value ($000) $273 Avg Close — Range —
Q4 2023
Shares 1,916 Value ($000) $298 Avg Close — Range —
Q3 2023
Shares 1,916 Value ($000) $260 Avg Close — Range —
Q1 2022
Shares 2,115 Value ($000) $341 Avg Close — Range —
Q4 2021
Shares 2,115 Value ($000) $351 Avg Close — Range —
Q3 2021
Shares 2,115 Value ($000) $339 Avg Close — Range —