ISHARES TR

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

Badgley Phelps Wealth Managers, LLC's Holding History (CIK: 0001895362)

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

Q4 2025
Shares 284,280 Value ($000) $59,795 Avg Close — Range —
Q3 2025
Shares 243,589 Value ($000) $49,592 Avg Close — Range —
Q2 2025
Shares 244,111 Value ($000) $47,414 Avg Close — Range —
Q1 2025
Shares 245,700 Value ($000) $46,231 Avg Close — Range —
Q4 2024
Shares 326,046 Value ($000) $60,361 Avg Close — Range —
Q3 2024
Shares 223,665 Value ($000) $42,452 Avg Close — Range —
Q2 2024
Shares 220,712 Value ($000) $38,508 Avg Close — Range —
Q1 2024
Shares 225,080 Value ($000) $40,314 Avg Close — Range —
Q4 2023
Shares 342,744 Value ($000) $56,638 Avg Close — Range —
Q3 2023
Shares 178,486 Value ($000) $27,098 Avg Close — Range —
Q2 2023
Shares 167,521 Value ($000) $26,440 Avg Close — Range —
Q1 2023
Shares 162,853 Value ($000) $24,796 Avg Close — Range —
Q4 2022
Shares 176,908 Value ($000) $26,828 Avg Close — Range —
Q3 2022
Shares 152,983 Value ($000) $20,804 Avg Close — Range —
Q2 2022
Shares 148,566 Value ($000) $21,537 Avg Close — Range —
Q1 2022
Shares 147,718 Value ($000) $24,519 Avg Close — Range —
Q4 2021
Shares 166,742 Value ($000) $28,001 Avg Close — Range —
Q3 2021
Shares 142,174 Value ($000) $22,252 Avg Close — Range —