ISHARES TR

Ticker: IWO CUSIP: 464287648 Class: RUS 2000 GRW ETF

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

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

Q4 2025
Shares 41,462 Value ($000) $13,393 Avg Close — Range —
Q3 2025
Shares 42,928 Value ($000) $13,739 Avg Close — Range —
Q2 2025
Shares 43,889 Value ($000) $12,546 Avg Close — Range —
Q1 2025
Shares 48,122 Value ($000) $12,297 Avg Close — Range —
Q4 2024
Shares 126,103 Value ($000) $36,295 Avg Close — Range —
Q3 2024
Shares 125,970 Value ($000) $35,776 Avg Close — Range —
Q2 2024
Shares 131,222 Value ($000) $34,450 Avg Close — Range —
Q1 2024
Shares 130,364 Value ($000) $35,305 Avg Close — Range —
Q4 2023
Shares 117,771 Value ($000) $29,704 Avg Close — Range —
Q3 2023
Shares 111,964 Value ($000) $25,099 Avg Close — Range —
Q2 2023
Shares 108,894 Value ($000) $26,424 Avg Close — Range —
Q1 2023
Shares 108,291 Value ($000) $24,564 Avg Close — Range —
Q4 2022
Shares 106,330 Value ($000) $22,811 Avg Close — Range —
Q3 2022
Shares 93,850 Value ($000) $19,389 Avg Close — Range —
Q2 2022
Shares 2,311 Value ($000) $477 Avg Close — Range —
Q1 2022
Shares 70,425 Value ($000) $18,042 Avg Close — Range —
Q4 2021
Shares 57,299 Value ($000) $16,795 Avg Close — Range —
Q3 2021
Shares 56,241 Value ($000) $16,510 Avg Close — Range —
Q2 2021
Shares 55,206 Value ($000) $17,207 Avg Close — Range —
Q1 2021
Shares 43,246 Value ($000) $13,007 Avg Close — Range —
Q4 2020
Shares 26,779 Value ($000) $7,688 Avg Close — Range —
Q4 2019
Shares 4,288 Value ($000) $918 Avg Close — Range —
Q3 2019
Shares 4,401 Value ($000) $847 Avg Close — Range —
Q2 2019
Shares 4,507 Value ($000) $905 Avg Close — Range —
Q1 2019
Shares 4,507 Value ($000) $886 Avg Close — Range —
Q4 2018
Shares 4,507 Value ($000) $757 Avg Close — Range —
Q3 2018
Shares 1,265 Value ($000) $258 Avg Close — Range —
Q2 2018
Shares 1,265 Value ($000) $262 Avg Close — Range —