ISHARES TR

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

Investment Advisory Group, LLC's Holding History (CIK: 0001910273)

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

Q4 2025
Shares 6,049 Value ($000) $1,272 Avg Close — Range —
Q3 2025
Shares 5,519 Value ($000) $1,124 Avg Close — Range —
Q2 2025
Shares 5,519 Value ($000) $1,072 Avg Close — Range —
Q1 2025
Shares 5,488 Value ($000) $1,033 Avg Close — Range —
Q4 2024
Shares 5,488 Value ($000) $1,016 Avg Close — Range —
Q3 2024
Shares 5,447 Value ($000) $1,034 Avg Close — Range —
Q2 2024
Shares 5,447 Value ($000) $950 Avg Close — Range —
Q1 2024
Shares 5,399 Value ($000) $967 Avg Close — Range —
Q4 2023
Shares 5,001 Value ($000) $826 Avg Close — Range —
Q3 2023
Shares 4,737 Value ($000) $719 Avg Close — Range —
Q2 2023
Shares 4,737 Value ($000) $748 Avg Close — Range —
Q1 2023
Shares 4,680 Value ($000) $713 Avg Close — Range —
Q4 2022
Shares 4,679 Value ($000) $710 Avg Close — Range —
Q3 2022
Shares 4,679 Value ($000) $636 Avg Close — Range —
Q2 2022
Shares 2,417 Value ($000) $351 Avg Close — Range —
Q1 2022
Shares 2,127 Value ($000) $353 Avg Close — Range —
Q4 2021
Shares 2,191 Value ($000) $363 Avg Close — Range —