ISHARES TR

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

Benchmark Financial Wealth Advisors, LLC's Holding History (CIK: 0001757706)

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

Q4 2025
Shares 3,745 Value ($000) $788 Avg Close — Range —
Q3 2025
Shares 3,831 Value ($000) $780 Avg Close — Range —
Q2 2025
Shares 3,822 Value ($000) $742 Avg Close — Range —
Q1 2025
Shares 3,871 Value ($000) $728 Avg Close — Range —
Q4 2024
Shares 3,862 Value ($000) $715 Avg Close — Range —
Q3 2024
Shares 3,873 Value ($000) $735 Avg Close — Range —
Q2 2024
Shares 3,086 Value ($000) $538 Avg Close — Range —
Q1 2024
Shares 3,659 Value ($000) $655 Avg Close — Range —
Q4 2023
Shares 3,653 Value ($000) $604 Avg Close — Range —
Q3 2023
Shares 3,582 Value ($000) $544 Avg Close — Range —
Q2 2023
Shares 3,582 Value ($000) $565 Avg Close — Range —
Q1 2023
Shares 3,577 Value ($000) $545 Avg Close — Range —
Q4 2022
Shares 3,742 Value ($000) $568 Avg Close — Range —
Q3 2022
Shares 3,735 Value ($000) $508 Avg Close — Range —
Q2 2022
Shares 3,539 Value ($000) $513 Avg Close — Range —
Q1 2022
Shares 3,802 Value ($000) $631 Avg Close — Range —
Q4 2021
Shares 3,787 Value ($000) $636 Avg Close — Range —
Q3 2021
Shares 3,782 Value ($000) $592 Avg Close — Range —
Q2 2021
Shares 3,777 Value ($000) $599 Avg Close — Range —
Q1 2021
Shares 3,320 Value ($000) $503 Avg Close — Range —
Q4 2020
Shares 3,318 Value ($000) $454 Avg Close — Range —