ISHARES TR

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

Legacy Wealth Management, Inc's Holding History (CIK: 0001488921)

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

Q4 2025
Shares 1,984 Value ($000) $417 Avg Close — Range —
Q3 2025
Shares 1,504 Value ($000) $306 Avg Close — Range —
Q2 2025
Shares 1,527 Value ($000) $297 Avg Close — Range —
Q1 2025
Shares 1,527 Value ($000) $287 Avg Close — Range —
Q4 2024
Shares 1,504 Value ($000) $278 Avg Close — Range —
Q3 2024
Shares 1,504 Value ($000) $285 Avg Close — Range —
Q2 2024
Shares 1,504 Value ($000) $262 Avg Close — Range —
Q1 2024
Shares 1,504 Value ($000) $269 Avg Close — Range —
Q4 2023
Shares 1,504 Value ($000) $249 Avg Close — Range —
Q3 2023
Shares 1,504 Value ($000) $228 Avg Close — Range —
Q2 2023
Shares 1,504 Value ($000) $237 Avg Close — Range —
Q1 2023
Shares 1,504 Value ($000) $229 Avg Close — Range —
Q4 2022
Shares 1,504 Value ($000) $228 Avg Close — Range —
Q3 2022
Shares 1,509 Value ($000) $205 Avg Close — Range —
Q4 2016
Shares 1,146 Value ($000) $128,386 Avg Close — Range —