ISHARES TR

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

KMG FIDUCIARY PARTNERS, LLC's Holding History (CIK: 0001773205)

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

Q4 2025
Shares 5,779 Value ($000) $1,216 Avg Close — Range —
Q3 2025
Shares 6,148 Value ($000) $1,252 Avg Close — Range —
Q2 2025
Shares 6,140 Value ($000) $1,192 Avg Close — Range —
Q1 2025
Shares 6,114 Value ($000) $1,150 Avg Close — Range —
Q4 2024
Shares 6,144 Value ($000) $1,137 Avg Close — Range —
Q3 2024
Shares 6,216 Value ($000) $1,180 Avg Close — Range —
Q2 2024
Shares 7,024 Value ($000) $1,225 Avg Close — Range —
Q1 2024
Shares 7,012 Value ($000) $1,256 Avg Close — Range —
Q4 2023
Shares 7,044 Value ($000) $1,164 Avg Close — Range —
Q3 2023
Shares 69,797 Value ($000) $10,597 Avg Close — Range —
Q2 2023
Shares 66,894 Value ($000) $10,558 Avg Close — Range —
Q1 2023
Shares 65,791 Value ($000) $10,017 Avg Close — Range —
Q4 2022
Shares 40,882 Value ($000) $6,200 Avg Close — Range —
Q3 2022
Shares 61,675 Value ($000) $8,387 Avg Close — Range —
Q2 2022
Shares 62,820 Value ($000) $9,107 Avg Close — Range —
Q1 2022
Shares 59,735 Value ($000) $9,915 Avg Close — Range —
Q4 2020
Shares 2,296 Value ($000) $312 Avg Close — Range —
Q3 2020
Shares 2,882 Value ($000) $340 Avg Close — Range —
Q2 2020
Shares 3,436 Value ($000) $387 Avg Close — Range —
Q1 2020
Shares 82,435 Value ($000) $8,176 Avg Close — Range —