ISHARES TR

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

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

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

Q3 2025
Shares 2,966 Value ($000) $488 Avg Close — Range —
Q2 2025
Shares 2,839 Value ($000) $427 Avg Close — Range —
Q1 2025
Shares 2,838 Value ($000) $361 Avg Close — Range —
Q4 2024
Shares 2,864 Value ($000) $399 Avg Close — Range —
Q3 2024
Shares 2,178 Value ($000) $200 Avg Close — Range —