News + Filings Holdings
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Circle Wealth Management, LLC
> IYW
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IYW | 3,596 | -985 | 391,484,000 | -33,638,000 | $108,866.52 |
| 03/31/2023 | iSHARES TRUST | IYW | 4,581 | 14 | 425,122,000 | 424,787,000 | $92,801.14 |
| 09/30/2022 | iSHARES TRUST | IYW | 4,567 | 0 | 335,000 | -30,000 | $73.35 |
| 06/30/2022 | iSHARES TRUST | IYW | 4,567 | 3 | 365,000 | -105,000 | $79.92 |
| 03/31/2022 | iSHARES TRUST | IYW | 4,564 | -898 | 470,000 | -157,000 | $102.98 |
| 12/31/2021 | iSHARES TRUST | IYW | 5,462 | 7 | 627,000 | 75,000 | $114.79 |
| 09/30/2021 | iSHARES TRUST | IYW | 5,455 | 0 | 552,000 | 10,000 | $101.19 |
| 06/30/2021 | iSHARES TRUST | IYW | 5,455 | 9 | 542,000 | 64,000 | $99.36 |
| 03/31/2021 | iSHARES TRUST | IYW | 5,446 | 0 | 478,000 | 15,000 | $87.77 |
| 12/31/2020 | iSHARES TRUST | IYW | 5,446 | 4,087 | 463,000 | 96,000 | $85.02 |
| 06/30/2020 | iSHARES TRUST | IYW | 1,359 | 198 | 367,000 | 130,000 | $270.05 |
| 03/31/2020 | iSHARES TRUST | IYW | 1,161 | 0 | 237,000 | -33,000 | $204.13 |
| 12/31/2019 | iSHARES TRUST | IYW | 1,161 | 4 | 270,000 | 34,000 | $232.56 |
| 09/30/2019 | iSHARES TRUST | IYW | 1,157 | 0 | 236,000 | 7,000 | $203.98 |
| 06/30/2019 | iSHARES TRUST | IYW | 1,157 | 2 | 229,000 | 9,000 | $197.93 |
| 03/31/2019 | iSHARES TRUST | IYW | 1,155 | 1,155 | 220,000 | 220,000 | $190.48 |
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