ISHARES TR

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

Stone Point Wealth LLC's Holding History (CIK: 0001908192)

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

Q4 2025
Shares 1,086 Value ($000) $228 Avg Close — Range —
Q3 2025
Shares 1,086 Value ($000) $221 Avg Close — Range —
Q2 2025
Shares 1,177 Value ($000) $229 Avg Close — Range —
Q1 2025
Shares 1,459 Value ($000) $275 Avg Close — Range —
Q4 2024
Shares 1,780 Value ($000) $330 Avg Close — Range —
Q3 2024
Shares 1,803 Value ($000) $342 Avg Close — Range —
Q2 2024
Shares 1,827 Value ($000) $319 Avg Close — Range —
Q1 2024
Shares 1,827 Value ($000) $327 Avg Close — Range —
Q4 2023
Shares 1,827 Value ($000) $302 Avg Close — Range —
Q3 2023
Shares 1,827 Value ($000) $277 Avg Close — Range —
Q2 2023
Shares 1,827 Value ($000) $288 Avg Close — Range —
Q1 2022
Shares 1,265 Value ($000) $211 Avg Close — Range —
Q4 2021
Shares 1,735 Value ($000) $290 Avg Close — Range —