ISHARES TR

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

TOBIAS FINANCIAL ADVISORS, INC.'s Holding History (CIK: 0001802080)

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

Q4 2025
Shares 17,147 Value ($000) $3,607 Avg Close — Range —
Q3 2025
Shares 17,388 Value ($000) $3,540 Avg Close — Range —
Q2 2025
Shares 17,140 Value ($000) $3,329 Avg Close — Range —
Q1 2025
Shares 12,183 Value ($000) $2,292 Avg Close — Range —
Q4 2024
Shares 10,548 Value ($000) $1,953 Avg Close — Range —
Q3 2024
Shares 10,958 Value ($000) $2,080 Avg Close — Range —
Q2 2024
Shares 11,029 Value ($000) $1,924 Avg Close — Range —
Q1 2024
Shares 11,049 Value ($000) $1,979 Avg Close — Range —
Q4 2023
Shares 11,099 Value ($000) $1,834 Avg Close — Range —
Q3 2023
Shares 11,415 Value ($000) $1,733 Avg Close — Range —
Q2 2023
Shares 11,603 Value ($000) $1,831 Avg Close — Range —
Q1 2023
Shares 11,761 Value ($000) $1,791 Avg Close — Range —
Q4 2022
Shares 13,278 Value ($000) $2,014 Avg Close — Range —
Q3 2022
Shares 13,422 Value ($000) $1,825 Avg Close — Range —
Q2 2022
Shares 14,047 Value ($000) $2,036 Avg Close — Range —
Q1 2022
Shares 9,436 Value ($000) $1,566 Avg Close — Range —
Q3 2021
Shares 9,480 Value ($000) $1,484 Avg Close — Range —
Q2 2021
Shares 9,385 Value ($000) $1,489 Avg Close — Range —
Q1 2021
Shares 9,521 Value ($000) $1,443 Avg Close — Range —
Q4 2020
Shares 12,703 Value ($000) $1,737 Avg Close — Range —
Q3 2020
Shares 13,116 Value ($000) $1,549 Avg Close — Range —
Q2 2020
Shares 23,290 Value ($000) $2,623 Avg Close — Range —
Q1 2020
Shares 40,304 Value ($000) $3,997 Avg Close — Range —
Q4 2019
Shares 40,953 Value ($000) $5,589 Avg Close — Range —