ISHARES TR

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

Dynamic Wealth Strategies, LLC's Holding History (CIK: 0001812853)

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

Q4 2025
Shares 100 Value ($000) $21 Avg Close — Range —
Q3 2025
Shares 145 Value ($000) $30 Avg Close — Range —
Q2 2025
Shares 145 Value ($000) $28 Avg Close — Range —
Q1 2025
Shares 145 Value ($000) $27 Avg Close — Range —
Q3 2024
Shares 145 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 145 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 286 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 286 Value ($000) $47 Avg Close — Range —