ISHARES TR

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

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

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

Q3 2025
Shares 2,294 Value ($000) $406 Avg Close — Range —
Q2 2025
Shares 2,284 Value ($000) $360 Avg Close — Range —
Q1 2025
Shares 2,273 Value ($000) $343 Avg Close — Range —
Q4 2024
Shares 2,379 Value ($000) $390 Avg Close — Range —
Q3 2024
Shares 2,366 Value ($000) $395 Avg Close — Range —
Q2 2024
Shares 2,488 Value ($000) $379 Avg Close — Range —
Q1 2024
Shares 2,699 Value ($000) $429 Avg Close — Range —
Q4 2023
Shares 2,689 Value ($000) $418 Avg Close — Range —
Q3 2023
Shares 2,743 Value ($000) $372 Avg Close — Range —
Q2 2023
Shares 3,100 Value ($000) $436 Avg Close — Range —
Q4 2022
Shares 3,074 Value ($000) $426 Avg Close — Range —