ISHARES TR

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

ATTICUS WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001800234)

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

Q4 2025
Shares 2,079 Value ($000) $437 Avg Close Range
Q3 2025
Shares 2,300 Value ($000) $468 Avg Close Range
Q2 2025
Shares 2,718 Value ($000) $528 Avg Close Range
Q1 2025
Shares 2,768 Value ($000) $521 Avg Close Range
Q4 2024
Shares 3,003 Value ($000) $556 Avg Close Range
Q3 2024
Shares 3,111 Value ($000) $590 Avg Close Range
Q2 2024
Shares 3,328 Value ($000) $581 Avg Close Range
Q1 2024
Shares 3,856 Value ($000) $691 Avg Close Range
Q4 2023
Shares 3,992 Value ($000) $660 Avg Close Range
Q3 2023
Shares 4,850 Value ($000) $736 Avg Close Range
Q2 2023
Shares 4,861 Value ($000) $767 Avg Close Range
Q1 2023
Shares 4,861 Value ($000) $740 Avg Close Range
Q4 2022
Shares 7,404 Value ($000) $1,123 Avg Close Range
Q2 2022
Shares 10,311 Value ($000) $1,495 Avg Close Range
Q1 2022
Shares 12,502 Value ($000) $2,075 Avg Close Range
Q4 2021
Shares 2,313 Value ($000) $389 Avg Close Range
Q3 2021
Shares 45 Value ($000) $7 Avg Close Range
Q2 2021
Shares 45 Value ($000) $7 Avg Close Range
Q1 2021
Shares 295 Value ($000) $45 Avg Close Range
Q4 2020
Shares 295 Value ($000) $40 Avg Close Range
Q3 2020
Shares 45 Value ($000) $5 Avg Close Range
Q2 2020
Shares 44 Value ($000) $5 Avg Close Range
Q1 2020
Shares 785 Value ($000) $78 Avg Close Range
Q4 2019
Shares 785 Value ($000) $107 Avg Close Range