ISHARES TR

Ticker: IWY CUSIP: 464289438 Class: RUS TP200 GR ETF

Waldron Private Wealth LLC's Holding History (CIK: 0001598180)

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

Q4 2025
Shares 22,161 Value ($000) $6,137 Avg Close — Range —
Q3 2025
Shares 21,501 Value ($000) $5,884 Avg Close — Range —
Q2 2025
Shares 21,694 Value ($000) $5,348 Avg Close — Range —
Q1 2025
Shares 21,694 Value ($000) $4,576 Avg Close — Range —
Q4 2024
Shares 21,694 Value ($000) $5,104 Avg Close — Range —
Q3 2024
Shares 21,694 Value ($000) $4,774 Avg Close — Range —
Q2 2024
Shares 23,823 Value ($000) $5,111 Avg Close — Range —
Q1 2024
Shares 24,362 Value ($000) $4,753 Avg Close — Range —
Q4 2023
Shares 24,362 Value ($000) $4,269 Avg Close — Range —
Q3 2023
Shares 24,362 Value ($000) $3,755 Avg Close — Range —
Q2 2023
Shares 24,362 Value ($000) $3,863 Avg Close — Range —
Q1 2023
Shares 24,362 Value ($000) $3,385 Avg Close — Range —
Q4 2022
Shares 23,558 Value ($000) $3 Avg Close — Range —
Q3 2022
Shares 23,558 Value ($000) $2,814 Avg Close — Range —
Q2 2022
Shares 23,558 Value ($000) $2,950 Avg Close — Range —
Q1 2022
Shares 7,552 Value ($000) $1,199 Avg Close — Range —
Q4 2021
Shares 8,326 Value ($000) $1,443 Avg Close — Range —
Q3 2021
Shares 7,068 Value ($000) $1,079 Avg Close — Range —