ISHARES TR

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

Orgel Wealth Management, LLC's Holding History (CIK: 0001658535)

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

Q4 2025
Shares 2,964 Value ($000) $623 Avg Close Range
Q3 2025
Shares 2,974 Value ($000) $605 Avg Close Range
Q2 2025
Shares 2,977 Value ($000) $578 Avg Close Range
Q1 2025
Shares 2,770 Value ($000) $521 Avg Close Range
Q4 2024
Shares 2,440 Value ($000) $452 Avg Close Range
Q3 2024
Shares 2,420 Value ($000) $459 Avg Close Range
Q2 2024
Shares 2,420 Value ($000) $422 Avg Close Range
Q1 2024
Shares 2,420 Value ($000) $433 Avg Close Range
Q4 2023
Shares 2,477 Value ($000) $409 Avg Close Range
Q3 2023
Shares 2,361 Value ($000) $358 Avg Close Range
Q2 2023
Shares 2,393 Value ($000) $378 Avg Close Range
Q1 2023
Shares 2,355 Value ($000) $359 Avg Close Range
Q4 2022
Shares 2,378 Value ($000) $361 Avg Close Range
Q3 2022
Shares 2,581 Value ($000) $351 Avg Close Range
Q2 2022
Shares 2,581 Value ($000) $374 Avg Close Range
Q1 2022
Shares 1,918 Value ($000) $318 Avg Close Range
Q4 2021
Shares 1,918 Value ($000) $322 Avg Close Range
Q3 2021
Shares 1,981 Value ($000) $310 Avg Close Range
Q2 2021
Shares 1,981 Value ($000) $314 Avg Close Range
Q1 2021
Shares 1,981 Value ($000) $300 Avg Close Range
Q4 2020
Shares 1,981 Value ($000) $271 Avg Close Range
Q3 2020
Shares 1,981 Value ($000) $234 Avg Close Range
Q2 2020
Shares 1,981 Value ($000) $223 Avg Close Range
Q4 2019
Shares 2,575 Value ($000) $351 Avg Close Range
Q3 2019
Shares 2,645 Value ($000) $339 Avg Close Range
Q2 2019
Shares 2,688 Value ($000) $342 Avg Close Range
Q1 2019
Shares 2,608 Value ($000) $322 Avg Close Range
Q4 2018
Shares 3,905 Value ($000) $434 Avg Close Range
Q3 2018
Shares 2,608 Value ($000) $330 Avg Close Range
Q2 2018
Shares 2,608 Value ($000) $317 Avg Close Range
Q1 2018
Shares 2,908 Value ($000) $349 Avg Close Range
Q4 2017
Shares 2,908 Value ($000) $362 Avg Close Range
Q3 2017
Shares 2,608 Value ($000) $309 Avg Close Range