ISHARES TR

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

TruWealth Advisors, LLC's Holding History (CIK: 0001834985)

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

Q4 2025
Shares 120,916 Value ($000) $25,433 Avg Close — Range —
Q3 2025
Shares 121,148 Value ($000) $24,664 Avg Close — Range —
Q2 2025
Shares 124,092 Value ($000) $24,102 Avg Close — Range —
Q1 2025
Shares 119,439 Value ($000) $22,474 Avg Close — Range —
Q4 2024
Shares 115,515 Value ($000) $21,385 Avg Close — Range —
Q3 2024
Shares 112,949 Value ($000) $21,438 Avg Close — Range —
Q2 2024
Shares 108,670 Value ($000) $18,960 Avg Close — Range —
Q1 2024
Shares 105,295 Value ($000) $18,859 Avg Close — Range —
Q4 2023
Shares 98,953 Value ($000) $16,352 Avg Close — Range —
Q3 2023
Shares 96,210 Value ($000) $14,607 Avg Close — Range —
Q2 2023
Shares 94,553 Value ($000) $14,923 Avg Close — Range —
Q1 2023
Shares 90,674 Value ($000) $13,806 Avg Close — Range —
Q4 2022
Shares 85,756 Value ($000) $13,005 Avg Close — Range —
Q3 2022
Shares 82,063 Value ($000) $11,160 Avg Close — Range —
Q2 2022
Shares 75,154 Value ($000) $10,895 Avg Close — Range —
Q1 2022
Shares 47,761 Value ($000) $7,927 Avg Close — Range —
Q4 2021
Shares 39,962 Value ($000) $6,711 Avg Close — Range —
Q3 2021
Shares 36,784 Value ($000) $5,757 Avg Close — Range —
Q2 2021
Shares 33,872 Value ($000) $5,373 Avg Close — Range —
Q1 2021
Shares 1,703 Value ($000) $258 Avg Close — Range —