ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Whitegate Investment Counselors, Inc.'s Holding History (CIK: 0001667102)

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

Q4 2025
Shares 5,038 Value ($000) $1,240 Avg Close — Range —
Q3 2025
Shares 5,038 Value ($000) $1,219 Avg Close — Range —
Q2 2025
Shares 5,038 Value ($000) $1,087 Avg Close — Range —
Q1 2025
Shares 5,038 Value ($000) $1,005 Avg Close — Range —
Q4 2024
Shares 5,049 Value ($000) $1,116 Avg Close — Range —
Q3 2024
Shares 5,044 Value ($000) $1,114 Avg Close — Range —
Q2 2024
Shares 5,473 Value ($000) $1,110 Avg Close — Range —
Q1 2024
Shares 5,506 Value ($000) $1,158 Avg Close — Range —
Q4 2023
Shares 5,456 Value ($000) $1,095 Avg Close — Range —
Q3 2023
Shares 5,456 Value ($000) $964 Avg Close — Range —
Q2 2023
Shares 5,456 Value ($000) $1,022 Avg Close — Range —
Q1 2023
Shares 9,411 Value ($000) $1,679 Avg Close — Range —
Q4 2022
Shares 10,061 Value ($000) $2 Avg Close — Range —
Q3 2022
Shares 12,456 Value ($000) $2,054 Avg Close — Range —
Q2 2022
Shares 12,188 Value ($000) $2,064 Avg Close — Range —
Q1 2022
Shares 10,473 Value ($000) $2,150 Avg Close — Range —
Q4 2021
Shares 10,483 Value ($000) $2,332 Avg Close — Range —
Q3 2021
Shares 7,098 Value ($000) $1,553 Avg Close — Range —
Q2 2021
Shares 7,193 Value ($000) $1,650 Avg Close — Range —
Q1 2021
Shares 7,190 Value ($000) $1,589 Avg Close — Range —
Q4 2020
Shares 7,225 Value ($000) $1,417 Avg Close — Range —
Q3 2020
Shares 8,120 Value ($000) $1,216 Avg Close — Range —
Q2 2020
Shares 8,198 Value ($000) $1,174 Avg Close — Range —
Q1 2020
Shares 5,570 Value ($000) $637 Avg Close — Range —
Q4 2019
Shares 5,446 Value ($000) $902 Avg Close — Range —
Q3 2019
Shares 5,393 Value ($000) $816 Avg Close — Range —
Q2 2019
Shares 5,316 Value ($000) $827 Avg Close — Range —
Q1 2019
Shares 5,315 Value ($000) $814 Avg Close — Range —
Q4 2018
Shares 5,157 Value ($000) $690 Avg Close — Range —
Q3 2018
Shares 5,058 Value ($000) $853 Avg Close — Range —
Q2 2018
Shares 5,056 Value ($000) $828 Avg Close — Range —
Q1 2018
Shares 4,826 Value ($000) $733 Avg Close — Range —
Q4 2017
Shares 4,763 Value ($000) $726 Avg Close — Range —
Q3 2017
Shares 4,828 Value ($000) $715 Avg Close — Range —
Q2 2017
Shares 4,826 Value ($000) $680 Avg Close — Range —
Q1 2017
Shares 4,826 Value ($000) $663 Avg Close — Range —
Q4 2016
Shares 4,802 Value ($000) $648 Avg Close — Range —
Q3 2016
Shares 4,691 Value ($000) $583 Avg Close — Range —
Q2 2016
Shares 4,690 Value ($000) $539 Avg Close — Range —
Q1 2014
Shares 4,690 Value ($000) $519 Avg Close — Range —