ISHARES TR

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

MBL Wealth, LLC's Holding History (CIK: 0001845785)

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

Q4 2025
Shares 4,634 Value ($000) $975 Avg Close Range
Q3 2025
Shares 1,834 Value ($000) $373 Avg Close Range
Q2 2025
Shares 1,834 Value ($000) $356 Avg Close Range
Q1 2025
Shares 1,834 Value ($000) $345 Avg Close Range
Q4 2024
Shares 1,844 Value ($000) $341 Avg Close Range
Q3 2024
Shares 1,844 Value ($000) $350 Avg Close Range
Q2 2024
Shares 1,844 Value ($000) $322 Avg Close Range
Q1 2024
Shares 1,844 Value ($000) $330 Avg Close Range
Q4 2023
Shares 1,844 Value ($000) $305 Avg Close Range
Q3 2023
Shares 1,844 Value ($000) $280 Avg Close Range
Q2 2023
Shares 1,844 Value ($000) $291 Avg Close Range
Q1 2023
Shares 1,994 Value ($000) $304 Avg Close Range
Q4 2022
Shares 2,019 Value ($000) $0 Avg Close Range
Q3 2022
Shares 2,067 Value ($000) $0 Avg Close Range
Q2 2022
Shares 1,844 Value ($000) $0 Avg Close Range
Q1 2022
Shares 1,844 Value ($000) $306 Avg Close Range
Q1 2021
Shares 1,859 Value ($000) $282 Avg Close Range
Q4 2020
Shares 1,889 Value ($000) $258 Avg Close Range