ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

Tolleson Wealth Management, Inc.'s Holding History (CIK: 0001772937)

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

Q4 2025
Shares 9,066 Value ($000) $3,507 Avg Close Range
Q3 2025
Shares 9,066 Value ($000) $3,435 Avg Close Range
Q2 2025
Shares 9,066 Value ($000) $3,182 Avg Close Range
Q1 2025
Shares 9,066 Value ($000) $2,880 Avg Close Range
Q4 2024
Shares 9,066 Value ($000) $3 Avg Close Range
Q3 2024
Shares 9,066 Value ($000) $3 Avg Close Range
Q2 2024
Shares 10,140 Value ($000) $3 Avg Close Range
Q1 2024
Shares 10,140 Value ($000) $3 Avg Close Range
Q4 2023
Shares 10,140 Value ($000) $3 Avg Close Range
Q3 2023
Shares 10,140 Value ($000) $2 Avg Close Range
Q2 2023
Shares 10,140 Value ($000) $3 Avg Close Range
Q1 2023
Shares 10,732 Value ($000) $3 Avg Close Range
Q4 2022
Shares 10,900 Value ($000) $2 Avg Close Range
Q3 2022
Shares 11,188 Value ($000) $2,316 Avg Close Range
Q2 2022
Shares 11,188 Value ($000) $2,432 Avg Close Range
Q1 2022
Shares 11,448 Value ($000) $3,004 Avg Close Range
Q4 2021
Shares 11,503 Value ($000) $3,192 Avg Close Range
Q3 2021
Shares 11,503 Value ($000) $2,932 Avg Close Range
Q2 2021
Shares 11,608 Value ($000) $2,971 Avg Close Range
Q1 2021
Shares 11,329 Value ($000) $2,688 Avg Close Range
Q4 2020
Shares 11,329 Value ($000) $2,533 Avg Close Range
Q3 2020
Shares 11,407 Value ($000) $2,232 Avg Close Range
Q2 2020
Shares 11,407 Value ($000) $2,054 Avg Close Range
Q1 2020
Shares 23,169 Value ($000) $3,437 Avg Close Range
Q4 2019
Shares 63,075 Value ($000) $11,889 Avg Close Range
Q3 2019
Shares 57,827 Value ($000) $10,049 Avg Close Range
Q2 2019
Shares 58,061 Value ($000) $10,007 Avg Close Range
Q1 2019
Shares 61,800 Value ($000) $10,302 Avg Close Range
Q4 2018
Shares 59,846 Value ($000) $8,793 Avg Close Range