ISHARES TR

Ticker: IUSV CUSIP: 464287663 Class: ETF

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

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

Q3 2025
Shares 22,915 Value ($000) $2,290 Avg Close Range
Q2 2025
Shares 22,923 Value ($000) $2,169 Avg Close Range
Q1 2025
Shares 33,938 Value ($000) $3,132 Avg Close Range
Q4 2024
Shares 37,353 Value ($000) $3,459 Avg Close Range
Q3 2024
Shares 17,838 Value ($000) $1,603 Avg Close Range
Q2 2024
Shares 16,654 Value ($000) $1,468 Avg Close Range
Q1 2024
Shares 17,319 Value ($000) $1,566 Avg Close Range
Q4 2023
Shares 48,822 Value ($000) $4,117 Avg Close Range
Q3 2023
Shares 8,085 Value ($000) $603 Avg Close Range
Q2 2023
Shares 8,367 Value ($000) $655 Avg Close Range
Q1 2023
Shares 8,613 Value ($000) $1 Avg Close Range
Q4 2022
Shares 12,255 Value ($000) $1 Avg Close Range
Q3 2022
Shares 11,864 Value ($000) $743 Avg Close Range
Q2 2022
Shares 11,095 Value ($000) $742 Avg Close Range
Q1 2022
Shares 11,291 Value ($000) $857 Avg Close Range
Q4 2021
Shares 5,255 Value ($000) $327 Avg Close Range
Q1 2021
Shares 4,529 Value ($000) $312 Avg Close Range
Q4 2020
Shares 5,255 Value ($000) $327 Avg Close Range
Q3 2020
Shares 3,694 Value ($000) $201 Avg Close Range
Q4 2019
Shares 36,053 Value ($000) $2,272 Avg Close Range
Q4 2018
Shares 12,020 Value ($000) $590 Avg Close Range