ISHARES TR

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

Regent Peak Wealth Advisors LLC's Holding History (CIK: 0001803329)

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

Q4 2025
Shares 4,421 Value ($000) $930 Avg Close Range
Q3 2025
Shares 4,421 Value ($000) $900 Avg Close Range
Q1 2025
Shares 4,706 Value ($000) $885 Avg Close Range
Q4 2024
Shares 4,706 Value ($000) $871 Avg Close Range
Q3 2024
Shares 4,998 Value ($000) $949 Avg Close Range
Q2 2024
Shares 4,998 Value ($000) $872 Avg Close Range
Q1 2024
Shares 4,998 Value ($000) $895 Avg Close Range
Q4 2023
Shares 5,226 Value ($000) $864 Avg Close Range
Q3 2023
Shares 5,282 Value ($000) $802 Avg Close Range
Q2 2023
Shares 5,424 Value ($000) $856 Avg Close Range
Q1 2023
Shares 5,454 Value ($000) $830 Avg Close Range
Q4 2022
Shares 6,115 Value ($000) $927 Avg Close Range
Q3 2022
Shares 5,815 Value ($000) $796 Avg Close Range
Q2 2022
Shares 5,815 Value ($000) $843 Avg Close Range
Q1 2022
Shares 4,706 Value ($000) $781 Avg Close Range
Q4 2021
Shares 4,706 Value ($000) $790 Avg Close Range
Q3 2021
Shares 4,730 Value ($000) $740 Avg Close Range
Q2 2021
Shares 4,445 Value ($000) $711 Avg Close Range
Q1 2021
Shares 5,862 Value ($000) $888 Avg Close Range
Q4 2020
Shares 5,862 Value ($000) $802 Avg Close Range
Q3 2020
Shares 4,270 Value ($000) $504 Avg Close Range
Q2 2020
Shares 4,270 Value ($000) $481 Avg Close Range
Q1 2020
Shares 4,270 Value ($000) $423 Avg Close Range
Q4 2019
Shares 4,270 Value ($000) $582 Avg Close Range