ISHARES TR

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

Sowell Financial Services LLC's Holding History (CIK: 0001633697)

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

Q4 2025
Shares 35,582 Value ($000) $7,484 Avg Close Range
Q3 2025
Shares 33,370 Value ($000) $6,794 Avg Close Range
Q2 2025
Shares 32,057 Value ($000) $6,226 Avg Close Range
Q1 2025
Shares 31,604 Value ($000) $5,947 Avg Close Range
Q4 2024
Shares 38,848 Value ($000) $7,192 Avg Close Range
Q3 2024
Shares 31,390 Value ($000) $5,958 Avg Close Range
Q2 2024
Shares 32,535 Value ($000) $5,676 Avg Close Range
Q1 2024
Shares 31,981 Value ($000) $5,728 Avg Close Range
Q4 2023
Shares 32,295 Value ($000) $5,337 Avg Close Range
Q3 2023
Shares 34,253 Value ($000) $5,234 Avg Close Range
Q2 2023
Shares 13,701 Value ($000) $2,162 Avg Close Range
Q1 2023
Shares 24,514 Value ($000) $4 Avg Close Range
Q4 2022
Shares 12,165 Value ($000) $2 Avg Close Range
Q4 2021
Shares 14,905 Value ($000) $2,503 Avg Close Range
Q3 2021
Shares 16,466 Value ($000) $2,577 Avg Close Range
Q2 2021
Shares 19,696 Value ($000) $3,124 Avg Close Range
Q1 2021
Shares 11,695 Value ($000) $1,878 Avg Close Range
Q4 2020
Shares 12,209 Value ($000) $1,669 Avg Close Range
Q3 2020
Shares 14,275 Value ($000) $1,686 Avg Close Range
Q2 2020
Shares 6,317 Value ($000) $711 Avg Close Range
Q1 2020
Shares 6,803 Value ($000) $675 Avg Close Range
Q4 2019
Shares 6,401 Value ($000) $874 Avg Close Range
Q3 2019
Shares 5,840 Value ($000) $749 Avg Close Range
Q1 2019
Shares 6,209 Value ($000) $767 Avg Close Range
Q4 2018
Shares 10,666 Value ($000) $1,184 Avg Close Range
Q2 2018
Shares 10,899 Value ($000) $1,355 Avg Close Range
Q1 2018
Shares 11,540 Value ($000) $1,374 Avg Close Range
Q4 2017
Shares 15,181 Value ($000) $1,950 Avg Close Range
Q3 2017
Shares 16,664 Value ($000) $1,996 Avg Close Range
Q2 2017
Shares 16,535 Value ($000) $1,935 Avg Close Range
Q1 2017
Shares 20,975 Value ($000) $2,409 Avg Close Range
Q4 2016
Shares 1,044 Value ($000) $121 Avg Close Range