ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

LGT Financial Advisors LLC's Holding History (CIK: 0001965191)

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

Q3 2025
Shares 2,018 Value ($000) $765 Avg Close — Range —
Q2 2025
Shares 2,013 Value ($000) $707 Avg Close — Range —
Q1 2025
Shares 2,008 Value ($000) $638 Avg Close — Range —
Q4 2024
Shares 2,265 Value ($000) $757 Avg Close — Range —
Q3 2024
Shares 2,258 Value ($000) $738 Avg Close — Range —
Q2 2024
Shares 2,250 Value ($000) $695 Avg Close — Range —
Q1 2024
Shares 3,330 Value ($000) $1,000 Avg Close — Range —
Q4 2023
Shares 3,323 Value ($000) $910 Avg Close — Range —
Q3 2023
Shares 3,510 Value ($000) $860 Avg Close — Range —
Q2 2023
Shares 3,510 Value ($000) $893 Avg Close — Range —
Q4 2022
Shares 3,795 Value ($000) $838 Avg Close — Range —