ISHARES TR

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

Independent Family Office, LLC's Holding History (CIK: 0001756485)

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

Q4 2025
Shares 86,911 Value ($000) $18,281 Avg Close — Range —
Q3 2025
Shares 86,911 Value ($000) $17,694 Avg Close — Range —
Q2 2025
Shares 87,276 Value ($000) $16,952 Avg Close — Range —
Q1 2025
Shares 86,064 Value ($000) $16,194 Avg Close — Range —
Q4 2024
Shares 85,276 Value ($000) $15,787 Avg Close — Range —
Q3 2024
Shares 82,026 Value ($000) $15,569 Avg Close — Range —
Q2 2024
Shares 79,907 Value ($000) $13,941 Avg Close — Range —
Q1 2024
Shares 82,555 Value ($000) $14,786 Avg Close — Range —
Q4 2023
Shares 82,555 Value ($000) $13,642 Avg Close — Range —
Q3 2023
Shares 86,762 Value ($000) $13,172 Avg Close — Range —
Q2 2023
Shares 86,012 Value ($000) $13,575 Avg Close — Range —
Q1 2023
Shares 87,245 Value ($000) $13,284 Avg Close — Range —
Q4 2022
Shares 86,104 Value ($000) $13,058 Avg Close — Range —
Q3 2022
Shares 68,579 Value ($000) $9,326 Avg Close — Range —
Q2 2022
Shares 74,282 Value ($000) $10,769 Avg Close — Range —
Q1 2022
Shares 69,214 Value ($000) $11,488 Avg Close — Range —
Q4 2021
Shares 67,193 Value ($000) $11,284 Avg Close — Range —
Q3 2021
Shares 66,768 Value ($000) $10,450 Avg Close — Range —
Q2 2021
Shares 66,943 Value ($000) $10,618 Avg Close — Range —
Q1 2021
Shares 71,979 Value ($000) $10,908 Avg Close — Range —
Q4 2020
Shares 71,135 Value ($000) $9,726 Avg Close — Range —
Q3 2020
Shares 70,505 Value ($000) $8,329 Avg Close — Range —
Q2 2020
Shares 70,440 Value ($000) $7,934 Avg Close — Range —
Q1 2020
Shares 65,759 Value ($000) $6,522 Avg Close — Range —
Q4 2019
Shares 65,057 Value ($000) $8,879 Avg Close — Range —