ISHARES TR

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

RKL Wealth Management LLC's Holding History (CIK: 0001604723)

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

Q4 2025
Shares 8,270 Value ($000) $1,740 Avg Close — Range —
Q3 2025
Shares 8,270 Value ($000) $1,684 Avg Close — Range —
Q2 2025
Shares 8,270 Value ($000) $1,606 Avg Close — Range —
Q1 2025
Shares 8,270 Value ($000) $1,556 Avg Close — Range —
Q4 2024
Shares 8,710 Value ($000) $1,612 Avg Close — Range —
Q3 2024
Shares 2,416 Value ($000) $459 Avg Close — Range —
Q2 2024
Shares 2,528 Value ($000) $441 Avg Close — Range —
Q1 2024
Shares 2,187 Value ($000) $392 Avg Close — Range —
Q4 2023
Shares 2,186 Value ($000) $361 Avg Close — Range —