ISHARES TR

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

Triangle Securities Wealth Management's Holding History (CIK: 0001541353)

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

Q4 2025
Shares 2,041 Value ($000) $429 Avg Close — Range —
Q3 2025
Shares 2,049 Value ($000) $417 Avg Close — Range —
Q2 2025
Shares 2,031 Value ($000) $394 Avg Close — Range —
Q1 2025
Shares 2,031 Value ($000) $382 Avg Close — Range —
Q4 2024
Shares 2,031 Value ($000) $376 Avg Close — Range —
Q3 2024
Shares 2,040 Value ($000) $387 Avg Close — Range —
Q2 2024
Shares 2,053 Value ($000) $358 Avg Close — Range —
Q1 2024
Shares 2,029 Value ($000) $363 Avg Close — Range —
Q4 2023
Shares 2,036 Value ($000) $336 Avg Close — Range —
Q3 2023
Shares 2,508 Value ($000) $381 Avg Close — Range —
Q2 2023
Shares 2,747 Value ($000) $434 Avg Close — Range —
Q1 2023
Shares 2,746 Value ($000) $418 Avg Close — Range —
Q4 2022
Shares 2,816 Value ($000) $427 Avg Close — Range —
Q3 2022
Shares 2,912 Value ($000) $396 Avg Close — Range —
Q2 2022
Shares 2,971 Value ($000) $431 Avg Close — Range —
Q1 2022
Shares 2,939 Value ($000) $488 Avg Close — Range —
Q4 2021
Shares 2,943 Value ($000) $494 Avg Close — Range —
Q3 2021
Shares 2,943 Value ($000) $461 Avg Close — Range —
Q2 2021
Shares 2,569 Value ($000) $407 Avg Close — Range —
Q1 2021
Shares 2,522 Value ($000) $382 Avg Close — Range —
Q4 2020
Shares 2,529 Value ($000) $346 Avg Close — Range —
Q3 2020
Shares 2,489 Value ($000) $294 Avg Close — Range —
Q2 2020
Shares 2,414 Value ($000) $272 Avg Close — Range —
Q1 2020
Shares 3,290 Value ($000) $326 Avg Close — Range —
Q4 2019
Shares 4,266 Value ($000) $582 Avg Close — Range —
Q3 2019
Shares 3,855 Value ($000) $494 Avg Close — Range —
Q2 2019
Shares 3,697 Value ($000) $475 Avg Close — Range —
Q1 2019
Shares 3,805 Value ($000) $470 Avg Close — Range —
Q4 2018
Shares 3,635 Value ($000) $404 Avg Close — Range —
Q3 2018
Shares 4,820 Value ($000) $610 Avg Close — Range —
Q2 2018
Shares 4,738 Value ($000) $575 Avg Close — Range —
Q1 2018
Shares 4,828 Value ($000) $579 Avg Close — Range —
Q4 2017
Shares 3,873 Value ($000) $482 Avg Close — Range —
Q3 2017
Shares 3,273 Value ($000) $388 Avg Close — Range —