ISHARES TR

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

LWM Advisory Services, LLC's Holding History (CIK: 0001697716)

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

Q4 2025
Shares 6,717 Value ($000) $1,413 Avg Close — Range —
Q3 2025
Shares 5,843 Value ($000) $1,190 Avg Close — Range —
Q2 2025
Shares 5,264 Value ($000) $1,023 Avg Close — Range —
Q3 2023
Shares 305 Value ($000) $46 Avg Close — Range —
Q4 2021
Shares 2,304 Value ($000) $387 Avg Close — Range —