ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Kovitz Investment Group Partners, LLC's Holding History (CIK: 0001665198)

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

Q4 2025
Shares 6,140 Value ($000) $1,512 Avg Close — Range —
Q3 2025
Shares 204,808 Value ($000) $49,555 Avg Close — Range —
Q2 2025
Shares 209,601 Value ($000) $45,230 Avg Close — Range —
Q1 2025
Shares 240,582 Value ($000) $47,994 Avg Close — Range —
Q4 2024
Shares 249,891 Value ($000) $55,217 Avg Close — Range —
Q3 2024
Shares 248,479 Value ($000) $41,837 Avg Close — Range —
Q2 2024
Shares 177,612 Value ($000) $36,036 Avg Close — Range —
Q1 2024
Shares 105,857 Value ($000) $22,262 Avg Close — Range —
Q4 2023
Shares 1,822 Value ($000) $366 Avg Close — Range —
Q3 2023
Shares 1,821 Value ($000) $322 Avg Close — Range —
Q2 2023
Shares 1,756 Value ($000) $329 Avg Close — Range —
Q1 2023
Shares 1,800 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 1,758 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 1,799 Value ($000) $297 Avg Close — Range —
Q2 2022
Shares 1,744 Value ($000) $295 Avg Close — Range —
Q1 2022
Shares 1,744 Value ($000) $358 Avg Close — Range —
Q4 2021
Shares 1,981 Value ($000) $388 Avg Close — Range —
Q3 2021
Shares 1,837 Value ($000) $402 Avg Close — Range —
Q2 2021
Shares 2,723 Value ($000) $625 Avg Close — Range —
Q1 2021
Shares 1,988 Value ($000) $439 Avg Close — Range —
Q4 2020
Shares 1,981 Value ($000) $388 Avg Close — Range —
Q3 2020
Shares 1,795 Value ($000) $269 Avg Close — Range —
Q2 2020
Shares 1,795 Value ($000) $257 Avg Close — Range —
Q1 2020
Shares 1,795 Value ($000) $205 Avg Close — Range —
Q4 2019
Shares 1,933 Value ($000) $320 Avg Close — Range —
Q3 2019
Shares 2,043 Value ($000) $309 Avg Close — Range —
Q2 2019
Shares 2,278 Value ($000) $354 Avg Close — Range —
Q1 2019
Shares 2,278 Value ($000) $349 Avg Close — Range —
Q4 2018
Shares 1,988 Value ($000) $266 Avg Close — Range —
Q3 2018
Shares 2,088 Value ($000) $352 Avg Close — Range —
Q2 2018
Shares 2,088 Value ($000) $342 Avg Close — Range —
Q1 2018
Shares 2,203 Value ($000) $334 Avg Close — Range —
Q4 2017
Shares 4,440 Value ($000) $677 Avg Close — Range —
Q3 2017
Shares 4,132 Value ($000) $612 Avg Close — Range —
Q2 2017
Shares 7,861 Value ($000) $1,108 Avg Close — Range —
Q1 2017
Shares 16,207 Value ($000) $2,228 Avg Close — Range —
Q4 2016
Shares 1,932 Value ($000) $261 Avg Close — Range —
Q3 2016
Shares 2,032 Value ($000) $252 Avg Close — Range —
Q2 2016
Shares 1,988 Value ($000) $229 Avg Close — Range —