ISHARES TR

Ticker: IWX CUSIP: 464289420 Class: RUS TP200 VL ETF

SVB WEALTH LLC's Holding History (CIK: 0001626116)

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

Q4 2025
Shares 508,406 Value ($000) $46,702 Avg Close — Range —
Q3 2025
Shares 545,667 Value ($000) $47,953 Avg Close — Range —
Q2 2025
Shares 532,559 Value ($000) $44,836 Avg Close — Range —
Q4 2024
Shares 717,934 Value ($000) $56,738 Avg Close — Range —
Q3 2024
Shares 237,753 Value ($000) $19,322 Avg Close — Range —
Q2 2024
Shares 579,194 Value ($000) $43,335 Avg Close — Range —
Q1 2024
Shares 481,791 Value ($000) $36,770 Avg Close — Range —
Q4 2023
Shares 245,534 Value ($000) $17,229 Avg Close — Range —
Q3 2023
Shares 11,636 Value ($000) $761 Avg Close — Range —