ISHARES TR

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

CFM WEALTH PARTNERS LLC's Holding History (CIK: 0001801097)

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

Q4 2025
Shares 36,495 Value ($000) $7,676 Avg Close — Range —
Q3 2025
Shares 36,916 Value ($000) $7,516 Avg Close — Range —
Q2 2025
Shares 36,760 Value ($000) $7,140 Avg Close — Range —
Q1 2025
Shares 35,768 Value ($000) $6,730 Avg Close — Range —
Q4 2024
Shares 35,344 Value ($000) $6,543 Avg Close — Range —
Q3 2024
Shares 35,093 Value ($000) $6,661 Avg Close — Range —
Q2 2024
Shares 34,651 Value ($000) $6,045 Avg Close — Range —
Q1 2024
Shares 31,860 Value ($000) $5,706 Avg Close — Range —
Q4 2023
Shares 32,048 Value ($000) $5,296 Avg Close — Range —
Q3 2023
Shares 25,220 Value ($000) $3,829 Avg Close — Range —
Q2 2023
Shares 18,555 Value ($000) $2,929 Avg Close — Range —
Q1 2023
Shares 19,842 Value ($000) $3,021 Avg Close — Range —
Q4 2022
Shares 19,842 Value ($000) $3,009 Avg Close — Range —
Q3 2022
Shares 20,561 Value ($000) $2,796 Avg Close — Range —
Q2 2022
Shares 20,597 Value ($000) $2,986 Avg Close — Range —
Q1 2022
Shares 20,597 Value ($000) $3,419 Avg Close — Range —
Q4 2021
Shares 11,529 Value ($000) $1,943 Avg Close — Range —
Q3 2021
Shares 11,155 Value ($000) $1,745 Avg Close — Range —
Q2 2021
Shares 11,155 Value ($000) $1,769 Avg Close — Range —
Q1 2021
Shares 11,782 Value ($000) $1,786 Avg Close — Range —
Q4 2020
Shares 11,189 Value ($000) $1,530 Avg Close — Range —
Q3 2020
Shares 10,631 Value ($000) $1,255 Avg Close — Range —
Q2 2020
Shares 8,207 Value ($000) $924 Avg Close — Range —
Q1 2020
Shares 8,207 Value ($000) $814 Avg Close — Range —
Q4 2019
Shares 7,970 Value ($000) $1,102 Avg Close — Range —