ISHARES TR

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

Westshore Wealth, LLC's Holding History (CIK: 0001806366)

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

Q4 2025
Shares 96,811 Value ($000) $20,363 Avg Close — Range —
Q3 2025
Shares 97,476 Value ($000) $19,845 Avg Close — Range —
Q2 2025
Shares 99,783 Value ($000) $19,381 Avg Close — Range —
Q1 2025
Shares 101,188 Value ($000) $19,039 Avg Close — Range —
Q4 2024
Shares 102,567 Value ($000) $18,988 Avg Close — Range —
Q3 2024
Shares 102,438 Value ($000) $19,443 Avg Close — Range —
Q2 2024
Shares 100,631 Value ($000) $17,557 Avg Close — Range —
Q1 2024
Shares 97,046 Value ($000) $17,382 Avg Close — Range —
Q4 2023
Shares 92,406 Value ($000) $15,270 Avg Close — Range —
Q3 2023
Shares 81,246 Value ($000) $12,335 Avg Close — Range —
Q2 2023
Shares 67,283 Value ($000) $10,619 Avg Close — Range —
Q1 2023
Shares 65,909 Value ($000) $10,035 Avg Close — Range —
Q4 2022
Shares 61,444 Value ($000) $9,318 Avg Close — Range —
Q3 2022
Shares 56,533 Value ($000) $7,688 Avg Close — Range —
Q2 2022
Shares 56,459 Value ($000) $8,185 Avg Close — Range —
Q1 2022
Shares 51,193 Value ($000) $8,497 Avg Close — Range —
Q4 2021
Shares 49,476 Value ($000) $8,309 Avg Close — Range —
Q3 2021
Shares 47,076 Value ($000) $7,368 Avg Close — Range —
Q2 2021
Shares 50,310 Value ($000) $7,980 Avg Close — Range —
Q1 2021
Shares 46,237 Value ($000) $7,007 Avg Close — Range —
Q4 2019
Shares 28,792 Value ($000) $3,930 Avg Close — Range —