ISHARES EDGE MSCI USA VALUE FA

CUSIP: 46432f388 Class: USD

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

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

Q4 2025
Shares 28,906 Value ($000) $3,952 Avg Close — Range —
Q3 2025
Shares 39,505 Value ($000) $4,940 Avg Close — Range —
Q2 2025
Shares 47,935 Value ($000) $5,427 Avg Close — Range —
Q1 2025
Shares 70,191 Value ($000) $7,486 Avg Close — Range —
Q4 2024
Shares 92,836 Value ($000) $9,804 Avg Close — Range —
Q2 2024
Shares 169,320 Value ($000) $17,518 Avg Close — Range —
Q1 2024
Shares 240,878 Value ($000) $26,090 Avg Close — Range —
Q4 2023
Shares 262,472 Value ($000) $26,552 Avg Close — Range —
Q3 2023
Shares 341,890 Value ($000) $31,016 Avg Close — Range —
Q2 2023
Shares 383,048 Value ($000) $35,926 Avg Close — Range —
Q1 2023
Shares 450,706 Value ($000) $41,731 Avg Close — Range —
Q4 2022
Shares 418,454 Value ($000) $38,138 Avg Close — Range —
Q3 2022
Shares 283,229 Value ($000) $23,185 Avg Close — Range —
Q2 2022
Shares 223,127 Value ($000) $20,198 Avg Close — Range —
Q1 2022
Shares 137,316 Value ($000) $14,359 Avg Close — Range —
Q4 2021
Shares 31,702 Value ($000) $3,470 Avg Close — Range —