ISHARES TR

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

VANCE WEALTH, LLC's Holding History (CIK: 0001910854)

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

Q4 2025
Shares 5,317 Value ($000) $1,118 Avg Close — Range —
Q3 2025
Shares 5,597 Value ($000) $1,139 Avg Close — Range —
Q2 2025
Shares 5,745 Value ($000) $1,116 Avg Close — Range —
Q1 2025
Shares 5,924 Value ($000) $1,115 Avg Close — Range —
Q4 2024
Shares 7,271 Value ($000) $1,346 Avg Close — Range —
Q3 2024
Shares 7,240 Value ($000) $1,374 Avg Close — Range —
Q2 2024
Shares 7,249 Value ($000) $1,265 Avg Close — Range —
Q1 2024
Shares 7,112 Value ($000) $1,274 Avg Close — Range —
Q4 2023
Shares 7,294 Value ($000) $1,205 Avg Close — Range —
Q3 2023
Shares 11,014 Value ($000) $1,672 Avg Close — Range —
Q2 2023
Shares 10,801 Value ($000) $1,705 Avg Close — Range —
Q1 2023
Shares 7,949 Value ($000) $1,210 Avg Close — Range —
Q4 2022
Shares 7,935 Value ($000) $1,203 Avg Close — Range —
Q3 2022
Shares 12,523 Value ($000) $1,703 Avg Close — Range —
Q2 2022
Shares 13,521 Value ($000) $1,960 Avg Close — Range —