ISHARES TR

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

WCG Wealth Advisors LLC's Holding History (CIK: 0001855713)

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

Q4 2025
Shares 14,894 Value ($000) $3,133 Avg Close Range
Q3 2025
Shares 12,522 Value ($000) $2,549 Avg Close Range
Q2 2025
Shares 12,689 Value ($000) $2,465 Avg Close Range
Q1 2025
Shares 13,217 Value ($000) $2,487 Avg Close Range
Q4 2024
Shares 13,373 Value ($000) $2,476 Avg Close Range
Q3 2024
Shares 13,329 Value ($000) $3 Avg Close Range
Q2 2024
Shares 13,475 Value ($000) $2 Avg Close Range
Q1 2024
Shares 13,765 Value ($000) $2 Avg Close Range
Q4 2023
Shares 15,093 Value ($000) $2 Avg Close Range
Q3 2023
Shares 15,536 Value ($000) $2 Avg Close Range
Q3 2022
Shares 6,011 Value ($000) $817 Avg Close Range