ISHARES TR

Ticker: IYR CUSIP: 464287739 Class: U.S. REAL ES ETF

Whitegate Investment Counselors, Inc.'s Holding History (CIK: 0001667102)

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

Q4 2025
Shares 35,036 Value ($000) $3,290 Avg Close — Range —
Q3 2025
Shares 35,223 Value ($000) $3,419 Avg Close — Range —
Q2 2025
Shares 35,388 Value ($000) $3,354 Avg Close — Range —
Q1 2025
Shares 35,831 Value ($000) $3,431 Avg Close — Range —
Q4 2024
Shares 35,825 Value ($000) $3,334 Avg Close — Range —
Q3 2024
Shares 49,346 Value ($000) $5,027 Avg Close — Range —
Q2 2024
Shares 49,401 Value ($000) $4,334 Avg Close — Range —
Q1 2024
Shares 49,557 Value ($000) $4,455 Avg Close — Range —
Q4 2023
Shares 49,677 Value ($000) $4,541 Avg Close — Range —
Q3 2023
Shares 52,561 Value ($000) $4,107 Avg Close — Range —
Q2 2023
Shares 52,226 Value ($000) $4,520 Avg Close — Range —
Q1 2023
Shares 51,405 Value ($000) $4,364 Avg Close — Range —
Q4 2022
Shares 47,512 Value ($000) $4 Avg Close — Range —
Q3 2022
Shares 51,149 Value ($000) $4,165 Avg Close — Range —
Q2 2022
Shares 45,134 Value ($000) $4,151 Avg Close — Range —
Q1 2022
Shares 46,591 Value ($000) $5,042 Avg Close — Range —
Q4 2021
Shares 47,765 Value ($000) $5,547 Avg Close — Range —
Q3 2021
Shares 49,924 Value ($000) $5,112 Avg Close — Range —
Q2 2021
Shares 50,674 Value ($000) $5,166 Avg Close — Range —
Q1 2021
Shares 50,593 Value ($000) $4,651 Avg Close — Range —
Q4 2020
Shares 48,939 Value ($000) $4,192 Avg Close — Range —
Q3 2020
Shares 46,688 Value ($000) $3,728 Avg Close — Range —
Q2 2020
Shares 44,160 Value ($000) $3,480 Avg Close — Range —