ISHARES TR

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

Walkner Condon Financial Advisors LLC's Holding History (CIK: 0001817494)

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

Q4 2025
Shares 4,769 Value ($000) $1,003 Avg Close — Range —
Q3 2025
Shares 4,554 Value ($000) $927 Avg Close — Range —
Q2 2025
Shares 4,495 Value ($000) $873 Avg Close — Range —
Q1 2025
Shares 4,433 Value ($000) $834 Avg Close — Range —
Q4 2024
Shares 4,433 Value ($000) $821 Avg Close — Range —
Q3 2024
Shares 3,791 Value ($000) $720 Avg Close — Range —
Q2 2024
Shares 3,985 Value ($000) $695 Avg Close — Range —
Q1 2024
Shares 4,124 Value ($000) $739 Avg Close — Range —
Q4 2023
Shares 2,930 Value ($000) $484 Avg Close — Range —
Q3 2023
Shares 2,901 Value ($000) $440 Avg Close — Range —
Q2 2023
Shares 2,855 Value ($000) $451 Avg Close — Range —
Q1 2023
Shares 2,852 Value ($000) $434 Avg Close — Range —
Q4 2022
Shares 1,912 Value ($000) $290 Avg Close — Range —
Q3 2022
Shares 1,912 Value ($000) $260 Avg Close — Range —
Q2 2022
Shares 1,912 Value ($000) $277 Avg Close — Range —
Q1 2022
Shares 1,912 Value ($000) $317,000 Avg Close — Range —
Q4 2021
Shares 1,912 Value ($000) $321,000 Avg Close — Range —
Q3 2021
Shares 1,912 Value ($000) $299 Avg Close — Range —
Q2 2021
Shares 1,912 Value ($000) $303 Avg Close — Range —
Q1 2021
Shares 1,912 Value ($000) $290 Avg Close — Range —
Q4 2020
Shares 1,912 Value ($000) $261 Avg Close — Range —
Q3 2020
Shares 1,912 Value ($000) $226 Avg Close — Range —