ISHARES TR

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

Amplius Wealth Advisors, LLC's Holding History (CIK: 0001900584)

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

Q4 2025
Shares 6,250 Value ($000) $1,315 Avg Close — Range —
Q3 2025
Shares 5,987 Value ($000) $1,219 Avg Close — Range —
Q2 2025
Shares 7,332 Value ($000) $1,424 Avg Close — Range —
Q1 2025
Shares 6,222 Value ($000) $1,171 Avg Close — Range —
Q4 2024
Shares 6,222 Value ($000) $1,152 Avg Close — Range —
Q3 2024
Shares 6,222 Value ($000) $1,181 Avg Close — Range —
Q2 2024
Shares 6,222 Value ($000) $1,086 Avg Close — Range —
Q1 2024
Shares 6,222 Value ($000) $1,114 Avg Close — Range —
Q4 2023
Shares 7,404 Value ($000) $1,224 Avg Close — Range —
Q3 2023
Shares 7,454 Value ($000) $1,132 Avg Close — Range —
Q2 2023
Shares 7,079 Value ($000) $1,117 Avg Close — Range —
Q1 2023
Shares 7,039 Value ($000) $1,072 Avg Close — Range —
Q4 2022
Shares 7,039 Value ($000) $1,067 Avg Close — Range —
Q3 2022
Shares 7,039 Value ($000) $957 Avg Close — Range —
Q2 2022
Shares 7,039 Value ($000) $1,020 Avg Close — Range —
Q1 2022
Shares 7,618 Value ($000) $1,264 Avg Close — Range —
Q4 2021
Shares 8,033 Value ($000) $1,348 Avg Close — Range —