ISHARES TR

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

Crestwood Advisors Group LLC's Holding History (CIK: 0001426853)

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

Q4 2025
Shares 7,716 Value ($000) $1,296 Avg Close — Range —
Q3 2025
Shares 7,678 Value ($000) $1,263 Avg Close — Range —
Q2 2025
Shares 7,683 Value ($000) $1,156 Avg Close — Range —
Q1 2025
Shares 6,668 Value ($000) $847 Avg Close — Range —
Q4 2024
Shares 6,450 Value ($000) $899 Avg Close — Range —
Q3 2024
Shares 6,300 Value ($000) $831 Avg Close — Range —
Q2 2024
Shares 6,354 Value ($000) $810 Avg Close — Range —
Q1 2024
Shares 6,043 Value ($000) $708 Avg Close — Range —
Q4 2023
Shares 5,510 Value ($000) $574 Avg Close — Range —
Q3 2023
Shares 5,313 Value ($000) $504 Avg Close — Range —