ISHARES TR

Ticker: IAT CUSIP: 464288778 Class: US REGNL BKS ETF

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

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

Q4 2025
Shares 46,026 Value ($000) $2,538 Avg Close — Range —
Q3 2025
Shares 46,861 Value ($000) $2,462 Avg Close — Range —
Q2 2025
Shares 51,532 Value ($000) $2,553 Avg Close — Range —
Q1 2025
Shares 52,557 Value ($000) $2,451 Avg Close — Range —
Q4 2024
Shares 58,757 Value ($000) $2,959 Avg Close — Range —
Q3 2024
Shares 59,416 Value ($000) $2,825 Avg Close — Range —
Q2 2024
Shares 60,216 Value ($000) $2,497 Avg Close — Range —
Q1 2024
Shares 64,259 Value ($000) $2,788 Avg Close — Range —
Q4 2023
Shares 82,819 Value ($000) $3,465 Avg Close — Range —
Q3 2023
Shares 88,791 Value ($000) $2,983 Avg Close — Range —