ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

MCDONALD PARTNERS LLC's Holding History (CIK: 0001331074)

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

Q4 2025
Shares 32,033 Value ($000) $5,380 Avg Close — Range —
Q3 2025
Shares 32,033 Value ($000) $5,271 Avg Close — Range —
Q2 2025
Shares 32,033 Value ($000) $4,818 Avg Close — Range —
Q1 2025
Shares 32,033 Value ($000) $4,071 Avg Close — Range —
Q4 2024
Shares 32,000 Value ($000) $4,459 Avg Close — Range —
Q3 2024
Shares 32,000 Value ($000) $4,221 Avg Close — Range —
Q2 2024
Shares 32,000 Value ($000) $4,079 Avg Close — Range —
Q1 2024
Shares 32,000 Value ($000) $3,751 Avg Close — Range —
Q4 2023
Shares 32,000 Value ($000) $3,331 Avg Close — Range —
Q3 2023
Shares 32,000 Value ($000) $3,035 Avg Close — Range —
Q2 2023
Shares 32,000 Value ($000) $3,124 Avg Close — Range —
Q1 2023
Shares 32,000 Value ($000) $2,841 Avg Close — Range —
Q4 2022
Shares 32,000 Value ($000) $2,609 Avg Close — Range —
Q3 2022
Shares 32,000 Value ($000) $2,566 Avg Close — Range —
Q2 2022
Shares 33,031 Value ($000) $2,765 Avg Close — Range —
Q1 2022
Shares 36,031 Value ($000) $3,807 Avg Close — Range —
Q3 2021
Shares 36,056 Value ($000) $3,692 Avg Close — Range —
Q2 2021
Shares 36,056 Value ($000) $3,641 Avg Close — Range —
Q1 2021
Shares 36,056 Value ($000) $3,274 Avg Close — Range —
Q4 2020
Shares 35,800 Value ($000) $3,175 Avg Close — Range —