ISHARES TR

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

West Branch Capital LLC's Holding History (CIK: 0001738723)

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

Q4 2025
Shares 2,225 Value ($000) $374 Avg Close Range
Q3 2025
Shares 2,474 Value ($000) $407 Avg Close Range
Q2 2025
Shares 2,471 Value ($000) $372 Avg Close Range
Q1 2025
Shares 2,509 Value ($000) $319 Avg Close Range
Q4 2024
Shares 2,507 Value ($000) $349 Avg Close Range
Q3 2024
Shares 2,503 Value ($000) $330 Avg Close Range
Q2 2024
Shares 2,615 Value ($000) $333 Avg Close Range
Q1 2024
Shares 2,562 Value ($000) $300 Avg Close Range
Q4 2023
Shares 2,677 Value ($000) $279 Avg Close Range
Q3 2023
Shares 2,663 Value ($000) $253 Avg Close Range
Q2 2023
Shares 2,663 Value ($000) $260 Avg Close Range
Q1 2023
Shares 2,659 Value ($000) $236 Avg Close Range
Q4 2022
Shares 2,651 Value ($000) $216 Avg Close Range
Q3 2022
Shares 2,646 Value ($000) $212 Avg Close Range
Q2 2022
Shares 2,640 Value ($000) $221 Avg Close Range
Q1 2022
Shares 2,636 Value ($000) $278 Avg Close Range
Q4 2021
Shares 2,632 Value ($000) $304 Avg Close Range
Q3 2021
Shares 2,515 Value ($000) $258 Avg Close Range
Q2 2021
Shares 2,614 Value ($000) $264 Avg Close Range
Q1 2021
Shares 2,616 Value ($000) $238 Avg Close Range
Q4 2020
Shares 3,036 Value ($000) $269 Avg Close Range
Q3 2020
Shares 3,025 Value ($000) $242 Avg Close Range
Q2 2020
Shares 3,018 Value ($000) $217 Avg Close Range
Q4 2019
Shares 3,206 Value ($000) $217 Avg Close Range
Q3 2019
Shares 5,027 Value ($000) $316 Avg Close Range
Q2 2019
Shares 6,745 Value ($000) $423 Avg Close Range
Q1 2019
Shares 6,723 Value ($000) $406 Avg Close Range
Q4 2018
Shares 6,706 Value ($000) $353 Avg Close Range
Q3 2018
Shares 6,936 Value ($000) $431 Avg Close Range
Q2 2018
Shares 7,220 Value ($000) $413 Avg Close Range