ISHARES TR

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

BEAM WEALTH ADVISORS, INC.'s Holding History (CIK: 0001803426)

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

Q4 2025
Shares 18,258 Value ($000) $3,840 Avg Close — Range —
Q3 2025
Shares 17,852 Value ($000) $3,634 Avg Close — Range —
Q2 2025
Shares 13,625 Value ($000) $2,646 Avg Close — Range —
Q1 2023
Shares 3,800 Value ($000) $579 Avg Close — Range —
Q4 2022
Shares 3,970 Value ($000) $602 Avg Close — Range —