ISHARES TR

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

Willis Johnson & Associates, Inc.'s Holding History (CIK: 0001853239)

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

Q4 2025
Shares 74,969 Value ($000) $15,769 Avg Close — Range —
Q3 2025
Shares 75,826 Value ($000) $15,437 Avg Close — Range —
Q2 2025
Shares 77,351 Value ($000) $15,024 Avg Close — Range —
Q1 2025
Shares 69,795 Value ($000) $13,133 Avg Close — Range —
Q4 2024
Shares 62,835 Value ($000) $11,633 Avg Close — Range —
Q3 2024
Shares 64,141 Value ($000) $12,174 Avg Close — Range —
Q2 2024
Shares 65,942 Value ($000) $11,505 Avg Close — Range —
Q1 2024
Shares 65,759 Value ($000) $11,778 Avg Close — Range —
Q4 2023
Shares 69,128 Value ($000) $11,423 Avg Close — Range —
Q3 2023
Shares 71,165 Value ($000) $10,804 Avg Close — Range —
Q2 2023
Shares 72,188 Value ($000) $11,393 Avg Close — Range —
Q1 2023
Shares 74,546 Value ($000) $11,350 Avg Close — Range —
Q4 2022
Shares 77,738 Value ($000) $11,789 Avg Close — Range —
Q3 2022
Shares 81,111 Value ($000) $11,030 Avg Close — Range —
Q2 2022
Shares 81,803 Value ($000) $11,859 Avg Close — Range —
Q1 2022
Shares 83,050 Value ($000) $13,785 Avg Close — Range —
Q4 2021
Shares 82,847 Value ($000) $13,913 Avg Close — Range —
Q3 2021
Shares 98,878 Value ($000) $15,475 Avg Close — Range —
Q2 2021
Shares 99,078 Value ($000) $15,716 Avg Close — Range —
Q1 2021
Shares 100,379 Value ($000) $15,213 Avg Close — Range —
Q4 2020
Shares 99,834 Value ($000) $13,650 Avg Close — Range —