ISHARES TR

Ticker: SMMD CUSIP: 46435G268 Class: RUSEL 2500 ETF

Kovitz Investment Group Partners, LLC's Holding History (CIK: 0001665198)

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

Q3 2025
Shares 252,256 Value ($000) $18,599 Avg Close — Range —
Q2 2025
Shares 236,044 Value ($000) $15,999 Avg Close — Range —
Q1 2025
Shares 216,691 Value ($000) $13,552 Avg Close — Range —
Q4 2024
Shares 208,853 Value ($000) $14,202 Avg Close — Range —
Q3 2024
Shares 199,652 Value ($000) $14 Avg Close — Range —
Q2 2024
Shares 187,187 Value ($000) $11,718 Avg Close — Range —