ISHARES TR

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

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2025
Shares 1,449 Value ($000) $305 Avg Close Range
Q3 2025
Shares 1,552 Value ($000) $316 Avg Close Range
Q2 2025
Shares 1,336 Value ($000) $259 Avg Close Range
Q4 2024
Shares 1,359 Value ($000) $252 Avg Close Range
Q3 2024
Shares 1,409 Value ($000) $267 Avg Close Range
Q2 2024
Shares 34,773 Value ($000) $0 Avg Close Range
Q1 2024
Shares 1,531 Value ($000) $0 Avg Close Range
Q4 2023
Shares 1,322 Value ($000) $0 Avg Close Range
Q3 2023
Shares 1,357 Value ($000) $0 Avg Close Range
Q2 2023
Shares 1,357 Value ($000) $214 Avg Close Range
Q1 2023
Shares 1,356 Value ($000) $206 Avg Close Range
Q1 2022
Shares 1,331 Value ($000) $221 Avg Close Range
Q4 2021
Shares 1,331 Value ($000) $223 Avg Close Range
Q3 2021
Shares 2,317 Value ($000) $372 Avg Close Range
Q2 2021
Shares 1,374 Value ($000) $218 Avg Close Range
Q1 2021
Shares 1,322 Value ($000) $181 Avg Close Range
Q4 2020
Shares 1,322 Value ($000) $181 Avg Close Range
Q3 2020
Shares 1,497 Value ($000) $177 Avg Close Range
Q2 2020
Shares 1,496 Value ($000) $168 Avg Close Range
Q1 2020
Shares 1,795 Value ($000) $178 Avg Close Range
Q4 2019
Shares 1,794 Value ($000) $245 Avg Close Range
Q3 2019
Shares 1,793 Value ($000) $230 Avg Close Range
Q2 2019
Shares 1,792 Value ($000) $228 Avg Close Range
Q1 2019
Shares 1,791 Value ($000) $221 Avg Close Range
Q4 2018
Shares 1,815 Value ($000) $201 Avg Close Range