ISHARES TR

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

BIP Wealth, LLC's Holding History (CIK: 0001590214)

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

Q4 2025
Shares 3,213 Value ($000) $676 Avg Close — Range —
Q3 2025
Shares 2,695 Value ($000) $549 Avg Close — Range —
Q2 2025
Shares 1,552 Value ($000) $301 Avg Close — Range —
Q1 2025
Shares 2,462 Value ($000) $463 Avg Close — Range —
Q4 2024
Shares 2,643 Value ($000) $489 Avg Close — Range —
Q3 2024
Shares 1,456 Value ($000) $276 Avg Close — Range —
Q2 2024
Shares 1,454 Value ($000) $254 Avg Close — Range —
Q1 2024
Shares 1,758 Value ($000) $315 Avg Close — Range —
Q4 2023
Shares 1,223 Value ($000) $202 Avg Close — Range —