ISHARES TR

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

Selective Wealth Management, Inc.'s Holding History (CIK: 0001755670)

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

Q4 2025
Shares 1,324 Value ($000) $290 Avg Close Range
Q3 2025
Shares 1,324 Value ($000) $271 Avg Close Range
Q2 2025
Shares 1,324 Value ($000) $260 Avg Close Range
Q1 2025
Shares 1,324 Value ($000) $233 Avg Close Range
Q4 2024
Shares 1,324 Value ($000) $247 Avg Close Range
Q3 2024
Shares 1,200 Value ($000) $226 Avg Close Range
Q2 2024
Shares 1,200 Value ($000) $209 Avg Close Range
Q1 2024
Shares 1,200 Value ($000) $210 Avg Close Range
Q3 2022
Shares 700 Value ($000) $95 Avg Close Range
Q2 2022
Shares 900 Value ($000) $130 Avg Close Range
Q1 2022
Shares 900 Value ($000) $149 Avg Close Range
Q4 2021
Shares 900 Value ($000) $151 Avg Close Range
Q3 2021
Shares 900 Value ($000) $141 Avg Close Range
Q2 2021
Shares 700 Value ($000) $111 Avg Close Range
Q1 2021
Shares 700 Value ($000) $106 Avg Close Range
Q4 2020
Shares 700 Value ($000) $96 Avg Close Range
Q3 2020
Shares 700 Value ($000) $83 Avg Close Range
Q2 2020
Shares 700 Value ($000) $79 Avg Close Range
Q1 2020
Shares 700 Value ($000) $69 Avg Close Range
Q4 2019
Shares 700 Value ($000) $96 Avg Close Range
Q3 2019
Shares 700 Value ($000) $90 Avg Close Range