ISHARES TR

Ticker: IBTI CUSIP: 46436E833 Class: ETF

Baltimore-Washington Financial Advisors, Inc.'s Holding History (CIK: 0001555486)

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

Q4 2025
Shares 716,024 Value ($000) $16,014 Avg Close — Range —
Q3 2025
Shares 669,810 Value ($000) $14,994 Avg Close — Range —
Q2 2025
Shares 633,631 Value ($000) $14,168 Avg Close — Range —
Q1 2025
Shares 600,982 Value ($000) $13,372 Avg Close — Range —
Q4 2024
Shares 537,362 Value ($000) $11,770 Avg Close — Range —
Q3 2024
Shares 202,339 Value ($000) $4,554 Avg Close — Range —