ISHARES TR

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

West Branch Capital LLC's Holding History (CIK: 0001738723)

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

Q4 2025
Shares 900 Value ($000) $189 Avg Close — Range —
Q3 2025
Shares 900 Value ($000) $183 Avg Close — Range —
Q2 2025
Shares 900 Value ($000) $175 Avg Close — Range —
Q1 2025
Shares 940 Value ($000) $177 Avg Close — Range —
Q4 2024
Shares 940 Value ($000) $174 Avg Close — Range —
Q3 2024
Shares 944 Value ($000) $179 Avg Close — Range —
Q2 2024
Shares 956 Value ($000) $167 Avg Close — Range —
Q1 2024
Shares 956 Value ($000) $171 Avg Close — Range —
Q4 2023
Shares 957 Value ($000) $158 Avg Close — Range —
Q3 2023
Shares 1,057 Value ($000) $160 Avg Close — Range —
Q2 2023
Shares 1,057 Value ($000) $167 Avg Close — Range —
Q1 2023
Shares 1,057 Value ($000) $161 Avg Close — Range —
Q4 2022
Shares 1,057 Value ($000) $160 Avg Close — Range —
Q3 2022
Shares 1,057 Value ($000) $144 Avg Close — Range —
Q2 2022
Shares 1,057 Value ($000) $153 Avg Close — Range —
Q1 2022
Shares 1,057 Value ($000) $175 Avg Close — Range —
Q4 2021
Shares 1,057 Value ($000) $178 Avg Close — Range —
Q3 2021
Shares 1,057 Value ($000) $165 Avg Close — Range —
Q2 2021
Shares 1,057 Value ($000) $168 Avg Close — Range —