ISHARES TR

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

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

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

Q4 2025
Shares 302,455 Value ($000) $83,762 Avg Close — Range —
Q3 2025
Shares 321,996 Value ($000) $88,114 Avg Close — Range —
Q2 2025
Shares 322,606 Value ($000) $79,526 Avg Close — Range —
Q4 2024
Shares 459,585 Value ($000) $108,127 Avg Close — Range —
Q3 2024
Shares 133,962 Value ($000) $29,478 Avg Close — Range —
Q2 2024
Shares 334,772 Value ($000) $71,815 Avg Close — Range —
Q1 2024
Shares 275,718 Value ($000) $53,792 Avg Close — Range —
Q4 2023
Shares 142,320 Value ($000) $24,937 Avg Close — Range —
Q3 2023
Shares 5,668 Value ($000) $872 Avg Close — Range —
Q4 2021
Shares 200 Value ($000) $34 Avg Close — Range —