ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

VALLEY WEALTH MANAGERS, INC.'s Holding History (CIK: 0000924166)

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

Q4 2025
Shares 1,511 Value ($000) $318 Avg Close Range
Q2 2025
Shares 62 Value ($000) $12 Avg Close Range
Q1 2025
Shares 210 Value ($000) $40 Avg Close Range
Q4 2024
Shares 118 Value ($000) $22 Avg Close Range
Q3 2024
Shares 168 Value ($000) $32 Avg Close Range
Q2 2024
Shares 122 Value ($000) $21 Avg Close Range
Q1 2024
Shares 272 Value ($000) $49 Avg Close Range
Q4 2023
Shares 758 Value ($000) $125 Avg Close Range
Q1 2023
Shares 2,494 Value ($000) $380 Avg Close Range
Q4 2022
Shares 12,440 Value ($000) $1,887 Avg Close Range
Q2 2022
Shares 1,763 Value ($000) $256 Avg Close Range
Q1 2022
Shares 1,763 Value ($000) $293 Avg Close Range
Q4 2021
Shares 2,238 Value ($000) $376 Avg Close Range
Q3 2021
Shares 2,238 Value ($000) $350 Avg Close Range
Q2 2021
Shares 2,298 Value ($000) $365 Avg Close Range
Q1 2021
Shares 2,998 Value ($000) $454 Avg Close Range
Q4 2020
Shares 9,836 Value ($000) $1,345 Avg Close Range
Q3 2020
Shares 3,450 Value ($000) $408 Avg Close Range
Q2 2020
Shares 4,000 Value ($000) $450 Avg Close Range
Q1 2020
Shares 4,000 Value ($000) $397 Avg Close Range
Q4 2019
Shares 4,000 Value ($000) $546 Avg Close Range
Q3 2019
Shares 5,000 Value ($000) $641 Avg Close Range
Q2 2019
Shares 6,425 Value ($000) $817 Avg Close Range