ISHARES TR

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

FORVIS Wealth Advisors, LLC's Holding History (CIK: 0001352864)

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

Q4 2025
Shares 6,603 Value ($000) $1,389 Avg Close Range
Q3 2025
Shares 6,235 Value ($000) $1,269 Avg Close Range
Q2 2025
Shares 6,476 Value ($000) $1,258 Avg Close Range
Q1 2025
Shares 6,053 Value ($000) $1,139 Avg Close Range
Q4 2024
Shares 6,736 Value ($000) $1,247 Avg Close Range
Q3 2024
Shares 6,202 Value ($000) $1,177 Avg Close Range
Q2 2024
Shares 7,512 Value ($000) $1,311 Avg Close Range
Q1 2024
Shares 8,202 Value ($000) $1,469 Avg Close Range
Q4 2023
Shares 9,291 Value ($000) $1,535 Avg Close Range
Q3 2023
Shares 10,516 Value ($000) $1,597 Avg Close Range
Q2 2023
Shares 9,963 Value ($000) $1,572 Avg Close Range
Q1 2023
Shares 11,432 Value ($000) $1,741 Avg Close Range
Q4 2022
Shares 109,998 Value ($000) $16,681 Avg Close Range
Q3 2022
Shares 108,729 Value ($000) $14,786 Avg Close Range
Q2 2022
Shares 107,934 Value ($000) $15,647 Avg Close Range
Q1 2022
Shares 80,690 Value ($000) $13,393 Avg Close Range
Q4 2021
Shares 68,315 Value ($000) $11,472 Avg Close Range
Q3 2021
Shares 65,049 Value ($000) $10,181 Avg Close Range
Q2 2021
Shares 56,369 Value ($000) $8,941 Avg Close Range
Q1 2021
Shares 12,720 Value ($000) $1,928 Avg Close Range
Q4 2020
Shares 12,720 Value ($000) $1,739 Avg Close Range
Q3 2020
Shares 12,779 Value ($000) $1,510 Avg Close Range
Q2 2020
Shares 12,851 Value ($000) $1,447 Avg Close Range
Q1 2020
Shares 12,906 Value ($000) $1,280 Avg Close Range
Q4 2019
Shares 13,679 Value ($000) $1,867 Avg Close Range
Q3 2019
Shares 13,679 Value ($000) $1,754 Avg Close Range
Q2 2019
Shares 11,726 Value ($000) $1,492 Avg Close Range
Q1 2019
Shares 13,117 Value ($000) $1,620 Avg Close Range
Q4 2018
Shares 10,372 Value ($000) $1,152 Avg Close Range
Q3 2018
Shares 9,917 Value ($000) $1,256 Avg Close Range
Q2 2018
Shares 9,917 Value ($000) $1,204 Avg Close Range
Q1 2018
Shares 8,985 Value ($000) $1,078 Avg Close Range
Q4 2017
Shares 4,245 Value ($000) $528 Avg Close Range
Q3 2017
Shares 4,245 Value ($000) $503 Avg Close Range
Q2 2017
Shares 4,245 Value ($000) $494 Avg Close Range
Q1 2017
Shares 4,015 Value ($000) $461 Avg Close Range
Q4 2016
Shares 4,199 Value ($000) $470 Avg Close Range
Q3 2016
Shares 4,199 Value ($000) $443 Avg Close Range
Q2 2016
Shares 4,882 Value ($000) $504 Avg Close Range
Q1 2016
Shares 4,940 Value ($000) $488 Avg Close Range
Q4 2015
Shares 7,684 Value ($000) $752 Avg Close Range
Q3 2015
Shares 8,177 Value ($000) $763 Avg Close Range
Q2 2015
Shares 10,137 Value ($000) $1,046 Avg Close Range
Q1 2015
Shares 11,787 Value ($000) $1,215 Avg Close Range