ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

SVB WEALTH LLC's Holding History (CIK: 0001626116)

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

Q4 2025
Shares 27,914 Value ($000) $6,871 Avg Close — Range —
Q3 2025
Shares 36,918 Value ($000) $8,933 Avg Close — Range —
Q2 2025
Shares 39,660 Value ($000) $8,558 Avg Close — Range —
Q4 2024
Shares 73,301 Value ($000) $16,196 Avg Close — Range —
Q2 2024
Shares 80,406 Value ($000) $16,314 Avg Close — Range —
Q1 2024
Shares 81,295 Value ($000) $17,096 Avg Close — Range —
Q4 2023
Shares 85,735 Value ($000) $17,208 Avg Close — Range —
Q3 2023
Shares 85,963 Value ($000) $15,193 Avg Close — Range —
Q2 2023
Shares 89,271 Value ($000) $16,718 Avg Close — Range —
Q1 2023
Shares 126,036 Value ($000) $22,485 Avg Close — Range —
Q4 2022
Shares 137,563 Value ($000) $23,985 Avg Close — Range —
Q3 2022
Shares 134,182 Value ($000) $22,129 Avg Close — Range —
Q2 2022
Shares 137,954 Value ($000) $23,364 Avg Close — Range —
Q1 2022
Shares 126,289 Value ($000) $25,923 Avg Close — Range —
Q4 2021
Shares 127,702 Value ($000) $28,407 Avg Close — Range —
Q3 2021
Shares 122,503 Value ($000) $26,797 Avg Close — Range —
Q2 2021
Shares 132,242 Value ($000) $30,333 Avg Close — Range —
Q1 2021
Shares 125,730 Value ($000) $27,778 Avg Close — Range —
Q4 2020
Shares 130,388 Value ($000) $25,563 Avg Close — Range —
Q3 2020
Shares 130,663 Value ($000) $19,572 Avg Close — Range —
Q2 2020
Shares 131,848 Value ($000) $18,878 Avg Close — Range —
Q1 2020
Shares 581 Value ($000) $66 Avg Close — Range —
Q4 2019
Shares 145,890 Value ($000) $24,169 Avg Close — Range —
Q3 2019
Shares 171,407 Value ($000) $25,941 Avg Close — Range —
Q2 2019
Shares 170,120 Value ($000) $26,454 Avg Close — Range —