ISHARES TR

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

Opal Wealth Advisors, LLC's Holding History (CIK: 0001844201)

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

Q4 2025
Shares 4,417 Value ($000) $929 Avg Close — Range —
Q2 2025
Shares 223 Value ($000) $43 Avg Close — Range —
Q4 2024
Shares 5,075 Value ($000) $940 Avg Close — Range —
Q2 2024
Shares 161 Value ($000) $28 Avg Close — Range —
Q4 2023
Shares 3,558 Value ($000) $588 Avg Close — Range —