ISHARES TR

Ticker: IYJ CUSIP: 464287754 Class: US INDUSTRIALS

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

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

Q3 2025
Shares 2,400 Value ($000) $350 Avg Close — Range —
Q2 2025
Shares 2,396 Value ($000) $341 Avg Close — Range —
Q1 2025
Shares 2,253 Value ($000) $293 Avg Close — Range —
Q4 2024
Shares 2,228 Value ($000) $297 Avg Close — Range —
Q3 2024
Shares 2,222 Value ($000) $297 Avg Close — Range —
Q2 2024
Shares 2,217 Value ($000) $265 Avg Close — Range —
Q1 2024
Shares 2,212 Value ($000) $278 Avg Close — Range —
Q4 2023
Shares 2,207 Value ($000) $252 Avg Close — Range —
Q3 2023
Shares 2,194 Value ($000) $221 Avg Close — Range —
Q2 2023
Shares 2,194 Value ($000) $233 Avg Close — Range —
Q4 2022
Shares 2,182 Value ($000) $210 Avg Close — Range —