ISHARES TR

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

Holistic Financial Partners's Holding History (CIK: 0001729304)

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

Q4 2025
Shares 19,922 Value ($000) $4,190 Avg Close — Range —
Q3 2025
Shares 20,104 Value ($000) $4,093 Avg Close — Range —
Q2 2025
Shares 20,537 Value ($000) $3,989 Avg Close — Range —
Q1 2025
Shares 20,723 Value ($000) $3,899 Avg Close — Range —
Q4 2024
Shares 20,819 Value ($000) $3,854 Avg Close — Range —
Q3 2024
Shares 20,865 Value ($000) $3,960 Avg Close — Range —
Q2 2024
Shares 21,246 Value ($000) $3,707 Avg Close — Range —
Q1 2024
Shares 21,318 Value ($000) $3,818 Avg Close — Range —
Q4 2023
Shares 21,519 Value ($000) $3,556 Avg Close — Range —
Q3 2023
Shares 21,575 Value ($000) $3,276 Avg Close — Range —
Q2 2023
Shares 21,720 Value ($000) $3,428 Avg Close — Range —
Q1 2023
Shares 21,746 Value ($000) $3,311 Avg Close — Range —
Q4 2022
Shares 22,572 Value ($000) $3,423 Avg Close — Range —
Q3 2022
Shares 22,955 Value ($000) $3,122 Avg Close — Range —
Q2 2022
Shares 23,056 Value ($000) $3,342 Avg Close — Range —
Q1 2022
Shares 23,224 Value ($000) $3,855 Avg Close — Range —
Q4 2021
Shares 23,393 Value ($000) $3,928 Avg Close — Range —
Q3 2021
Shares 23,425 Value ($000) $3,666 Avg Close — Range —
Q2 2021
Shares 23,622 Value ($000) $3,747 Avg Close — Range —
Q1 2021
Shares 24,374 Value ($000) $3,694 Avg Close — Range —
Q4 2020
Shares 24,542 Value ($000) $3,356 Avg Close — Range —
Q3 2020
Shares 24,916 Value ($000) $2,941 Avg Close — Range —
Q2 2020
Shares 25,467 Value ($000) $2,868 Avg Close — Range —
Q1 2020
Shares 26,048 Value ($000) $2,583 Avg Close — Range —
Q4 2019
Shares 26,820 Value ($000) $3,660 Avg Close — Range —
Q3 2019
Shares 27,495 Value ($000) $3,527 Avg Close — Range —
Q2 2019
Shares 28,643 Value ($000) $3,644 Avg Close — Range —
Q1 2019
Shares 28,891 Value ($000) $3,568 Avg Close — Range —
Q4 2018
Shares 30,519 Value ($000) $3,389 Avg Close — Range —
Q3 2018
Shares 31,125 Value ($000) $3,941 Avg Close — Range —
Q2 2018
Shares 31,645 Value ($000) $3,841 Avg Close — Range —
Q1 2018
Shares 34,690 Value ($000) $4,161 Avg Close — Range —
Q4 2017
Shares 36,480 Value ($000) $4,536 Avg Close — Range —