ISHARES TR

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

TFO Wealth Partners, LLC's Holding History (CIK: 0001698750)

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

Q4 2025
Shares 6,028 Value ($000) $1,268 Avg Close — Range —
Q3 2025
Shares 5,998 Value ($000) $1,221 Avg Close — Range —
Q2 2025
Shares 4,812 Value ($000) $935 Avg Close — Range —
Q1 2025
Shares 4,812 Value ($000) $905 Avg Close — Range —
Q3 2024
Shares 7,402 Value ($000) $1,405 Avg Close — Range —
Q2 2024
Shares 7,402 Value ($000) $1,291 Avg Close — Range —
Q1 2024
Shares 7,402 Value ($000) $1,326 Avg Close — Range —
Q4 2023
Shares 7,402 Value ($000) $1,223 Avg Close — Range —
Q3 2023
Shares 7,402 Value ($000) $1,168 Avg Close — Range —
Q2 2023
Shares 7,402 Value ($000) $1,168 Avg Close — Range —
Q1 2023
Shares 7,402 Value ($000) $1,127 Avg Close — Range —
Q4 2022
Shares 72 Value ($000) $17 Avg Close — Range —
Q3 2022
Shares 7,402 Value ($000) $1,007 Avg Close — Range —
Q2 2022
Shares 7,402 Value ($000) $1,073 Avg Close — Range —
Q1 2022
Shares 7,402 Value ($000) $1,229 Avg Close — Range —
Q4 2021
Shares 7,402 Value ($000) $1,208 Avg Close — Range —
Q3 2021
Shares 7,402 Value ($000) $1,158 Avg Close — Range —
Q2 2021
Shares 7,402 Value ($000) $1,170 Avg Close — Range —
Q1 2021
Shares 7,402 Value ($000) $1,122 Avg Close — Range —
Q4 2020
Shares 7,402 Value ($000) $1,012 Avg Close — Range —