ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

Wealth Dimensions Group, Ltd.'s Holding History (CIK: 0001846462)

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

Q4 2025
Shares 6,516 Value ($000) $627 Avg Close — Range —
Q3 2025
Shares 8,478 Value ($000) $819 Avg Close — Range —
Q2 2025
Shares 9,177 Value ($000) $844 Avg Close — Range —
Q1 2025
Shares 9,249 Value ($000) $787 Avg Close — Range —
Q4 2024
Shares 9,249 Value ($000) $818 Avg Close — Range —
Q3 2024
Shares 4,794 Value ($000) $423 Avg Close — Range —
Q2 2024
Shares 4,794 Value ($000) $389 Avg Close — Range —
Q1 2024
Shares 4,870 Value ($000) $410 Avg Close — Range —
Q4 2023
Shares 4,870 Value ($000) $379 Avg Close — Range —
Q3 2023
Shares 5,813 Value ($000) $403 Avg Close — Range —
Q2 2023
Shares 5,789 Value ($000) $423 Avg Close — Range —
Q1 2023
Shares 5,349 Value ($000) $374 Avg Close — Range —
Q4 2022
Shares 5,349 Value ($000) $361 Avg Close — Range —
Q3 2022
Shares 5,349 Value ($000) $332 Avg Close — Range —
Q2 2022
Shares 6,049 Value ($000) $391 Avg Close — Range —
Q1 2022
Shares 6,049 Value ($000) $472 Avg Close — Range —
Q4 2021
Shares 6,151 Value ($000) $511 Avg Close — Range —
Q3 2021
Shares 5,565 Value ($000) $435 Avg Close — Range —
Q2 2021
Shares 6,565 Value ($000) $520 Avg Close — Range —
Q1 2021
Shares 6,881 Value ($000) $509 Avg Close — Range —
Q4 2020
Shares 6,881 Value ($000) $472 Avg Close — Range —