ISHARES TR

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

Evergreen Advisors, LLC's Holding History (CIK: 0001762294)

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

Q4 2025
Shares 4,128 Value ($000) $868 Avg Close — Range —
Q2 2025
Shares 4,228 Value ($000) $821 Avg Close — Range —
Q1 2025
Shares 4,082 Value ($000) $768 Avg Close — Range —
Q4 2024
Shares 3,309 Value ($000) $613 Avg Close — Range —
Q3 2024
Shares 4,480 Value ($000) $850 Avg Close — Range —
Q2 2024
Shares 4,694 Value ($000) $819 Avg Close — Range —
Q1 2024
Shares 4,694 Value ($000) $841 Avg Close — Range —
Q4 2023
Shares 4,818 Value ($000) $796 Avg Close — Range —
Q3 2023
Shares 4,818 Value ($000) $731 Avg Close — Range —
Q2 2023
Shares 4,705 Value ($000) $743 Avg Close — Range —
Q1 2023
Shares 4,705 Value ($000) $716 Avg Close — Range —
Q4 2022
Shares 5,041 Value ($000) $764 Avg Close — Range —
Q3 2022
Shares 9,771 Value ($000) $1,329 Avg Close — Range —
Q2 2022
Shares 5,722 Value ($000) $830 Avg Close — Range —
Q1 2022
Shares 4,873 Value ($000) $809 Avg Close — Range —
Q4 2021
Shares 4,246 Value ($000) $713 Avg Close — Range —
Q3 2021
Shares 4,836 Value ($000) $757 Avg Close — Range —
Q2 2021
Shares 3,594 Value ($000) $545 Avg Close — Range —
Q1 2021
Shares 3,594 Value ($000) $545 Avg Close — Range —
Q4 2020
Shares 3,012 Value ($000) $412 Avg Close — Range —