ISHARES TR

Ticker: IYE CUSIP: 464287796 Class: U.S. ENERGY ETF

Crestwood Advisors Group LLC's Holding History (CIK: 0001426853)

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

Q4 2025
Shares 29,438 Value ($000) $1,399 Avg Close — Range —
Q3 2025
Shares 35,674 Value ($000) $1,695 Avg Close — Range —
Q2 2025
Shares 178,601 Value ($000) $8,076 Avg Close — Range —
Q1 2025
Shares 220,523 Value ($000) $10,872 Avg Close — Range —
Q4 2024
Shares 225,756 Value ($000) $10,288 Avg Close — Range —
Q3 2024
Shares 234,637 Value ($000) $10,873 Avg Close — Range —
Q2 2024
Shares 242,226 Value ($000) $11,627 Avg Close — Range —
Q1 2024
Shares 244,799 Value ($000) $12,093 Avg Close — Range —
Q4 2023
Shares 252,677 Value ($000) $11,148 Avg Close — Range —