ISHARES TR

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

GUARDIAN WEALTH ADVISORS, LLC / NC's Holding History (CIK: 0001901403)

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

Q4 2025
Shares 6,666 Value ($000) $1,402 Avg Close — Range —
Q3 2025
Shares 7,286 Value ($000) $1,483 Avg Close — Range —
Q2 2025
Shares 6,775 Value ($000) $1,316 Avg Close — Range —
Q1 2025
Shares 6,781 Value ($000) $1,276 Avg Close — Range —
Q4 2024
Shares 7,244 Value ($000) $1,341 Avg Close — Range —
Q3 2024
Shares 6,890 Value ($000) $1,308 Avg Close — Range —
Q2 2024
Shares 6,876 Value ($000) $1,200 Avg Close — Range —
Q1 2024
Shares 7,501 Value ($000) $1,344 Avg Close — Range —
Q4 2023
Shares 2,081 Value ($000) $343 Avg Close — Range —
Q3 2023
Shares 2,570 Value ($000) $393 Avg Close — Range —
Q2 2023
Shares 3,060 Value ($000) $483 Avg Close — Range —
Q1 2023
Shares 3,316 Value ($000) $505 Avg Close — Range —
Q4 2022
Shares 3,414 Value ($000) $518 Avg Close — Range —
Q3 2022
Shares 3,666 Value ($000) $499 Avg Close — Range —
Q2 2022
Shares 3,684 Value ($000) $534 Avg Close — Range —
Q1 2022
Shares 3,162 Value ($000) $525 Avg Close — Range —
Q4 2021
Shares 3,448 Value ($000) $579 Avg Close — Range —