ISHARES TR

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

Global Retirement Partners, LLC's Holding History (CIK: 0001749744)

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

Q4 2025
Shares 29,976 Value ($000) $6,305 Avg Close — Range —
Q3 2025
Shares 24,760 Value ($000) $5,041 Avg Close — Range —
Q2 2025
Shares 24,698 Value ($000) $4,797 Avg Close — Range —
Q4 2024
Shares 30,641 Value ($000) $5,673 Avg Close — Range —
Q3 2024
Shares 26,589 Value ($000) $5,047 Avg Close — Range —
Q2 2024
Shares 27,848 Value ($000) $4,859 Avg Close — Range —
Q1 2024
Shares 24,841 Value ($000) $4,449 Avg Close — Range —
Q4 2023
Shares 25,174 Value ($000) $4,101 Avg Close — Range —
Q3 2023
Shares 26,483 Value ($000) $3,940 Avg Close — Range —
Q2 2023
Shares 25,665 Value ($000) $4,051 Avg Close — Range —
Q1 2023
Shares 28,330 Value ($000) $4,276 Avg Close — Range —
Q4 2022
Shares 21,014 Value ($000) $3,187 Avg Close — Range —
Q3 2022
Shares 15,318 Value ($000) $2,294 Avg Close — Range —
Q2 2022
Shares 15,440 Value ($000) $2,238 Avg Close — Range —
Q1 2022
Shares 15,463 Value ($000) $2,391 Avg Close — Range —
Q3 2021
Shares 14,107 Value ($000) $2,208 Avg Close — Range —
Q2 2021
Shares 15,066 Value ($000) $2,390 Avg Close — Range —
Q1 2021
Shares 14,258 Value ($000) $2,161 Avg Close — Range —
Q4 2020
Shares 14,533 Value ($000) $1,987 Avg Close — Range —
Q3 2020
Shares 13,629 Value ($000) $1,610 Avg Close — Range —
Q2 2020
Shares 14,604 Value ($000) $1,645 Avg Close — Range —
Q1 2020
Shares 15,185 Value ($000) $1,506 Avg Close — Range —
Q4 2019
Shares 15,387 Value ($000) $2,100 Avg Close — Range —
Q3 2019
Shares 15,128 Value ($000) $1,940 Avg Close — Range —
Q2 2019
Shares 15,349 Value ($000) $1,953 Avg Close — Range —
Q1 2019
Shares 14,256 Value ($000) $1,761 Avg Close — Range —
Q4 2018
Shares 14,187 Value ($000) $1,575 Avg Close — Range —
Q3 2018
Shares 11,964 Value ($000) $1,515 Avg Close — Range —
Q2 2018
Shares 13,510 Value ($000) $1,640 Avg Close — Range —
Q1 2018
Shares 10,975 Value ($000) $1,317 Avg Close — Range —
Q4 2017
Shares 11,101 Value ($000) $1,380 Avg Close — Range —
Q3 2017
Shares 10,501 Value ($000) $1,244 Avg Close — Range —
Q2 2017
Shares 11,269 Value ($000) $1,312 Avg Close — Range —
Q1 2017
Shares 10,991 Value ($000) $1,263 Avg Close — Range —
Q4 2016
Shares 10,699 Value ($000) $1,199 Avg Close — Range —