ISHARES TR

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

Golden State Wealth Management, LLC's Holding History (CIK: 0001776033)

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

Q4 2025
Shares 18,688 Value ($000) $3,931 Avg Close — Range —
Q3 2025
Shares 21,493 Value ($000) $4,376 Avg Close — Range —
Q2 2025
Shares 23,364 Value ($000) $4,538 Avg Close — Range —
Q1 2025
Shares 25,697 Value ($000) $4,835 Avg Close — Range —
Q4 2024
Shares 2,296 Value ($000) $425 Avg Close — Range —
Q1 2022
Shares 1,632 Value ($000) $271 Avg Close — Range —
Q4 2021
Shares 1,611 Value ($000) $270 Avg Close — Range —
Q3 2021
Shares 1,447 Value ($000) $226 Avg Close — Range —
Q2 2021
Shares 1,517 Value ($000) $241 Avg Close — Range —
Q1 2021
Shares 1,517 Value ($000) $229 Avg Close — Range —
Q4 2020
Shares 1,552 Value ($000) $212 Avg Close — Range —
Q3 2020
Shares 1,517 Value ($000) $179 Avg Close — Range —
Q1 2020
Shares 1,516 Value ($000) $150 Avg Close — Range —
Q3 2019
Shares 2,190 Value ($000) $281 Avg Close — Range —
Q2 2019
Shares 2,230 Value ($000) $283 Avg Close — Range —
Q1 2019
Shares 2,229 Value ($000) $275 Avg Close — Range —