ISHARES TR

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

BSW Wealth Partners's Holding History (CIK: 0001512601)

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

Q4 2025
Shares 5,148 Value ($000) $1,083 Avg Close — Range —
Q3 2025
Shares 5,148 Value ($000) $1,048 Avg Close — Range —
Q2 2025
Shares 5,148 Value ($000) $1,000 Avg Close — Range —
Q1 2025
Shares 5,148 Value ($000) $969 Avg Close — Range —
Q4 2024
Shares 4,358 Value ($000) $807 Avg Close — Range —
Q3 2024
Shares 4,358 Value ($000) $827 Avg Close — Range —
Q2 2024
Shares 4,358 Value ($000) $760 Avg Close — Range —
Q1 2024
Shares 3,820 Value ($000) $684 Avg Close — Range —
Q4 2023
Shares 3,820 Value ($000) $631 Avg Close — Range —
Q3 2023
Shares 3,820 Value ($000) $580 Avg Close — Range —
Q2 2023
Shares 3,820 Value ($000) $603 Avg Close — Range —
Q1 2023
Shares 3,820 Value ($000) $582 Avg Close — Range —
Q4 2022
Shares 3,336 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 3,336 Value ($000) $454 Avg Close — Range —