ISHARES TR

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

LGT Financial Advisors LLC's Holding History (CIK: 0001965191)

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

Q4 2025
Shares 33 Value ($000) $9 Avg Close — Range —
Q3 2025
Shares 32 Value ($000) $9 Avg Close — Range —
Q2 2025
Shares 26 Value ($000) $6 Avg Close — Range —
Q1 2025
Shares 19 Value ($000) $4 Avg Close — Range —
Q4 2024
Shares 12 Value ($000) $3 Avg Close — Range —
Q3 2024
Shares 7 Value ($000) $2 Avg Close — Range —
Q2 2024
Shares 6 Value ($000) $1 Avg Close — Range —
Q1 2024
Shares 6 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 2 Value ($000) $0 Avg Close — Range —