ISHARES TR

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

APPLETON PARTNERS INC/MA's Holding History (CIK: 0001055290)

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

Q4 2025
Shares 1,639 Value ($000) $0 Avg Close — Range —
Q3 2025
Shares 1,639 Value ($000) $0 Avg Close — Range —