ISHARES TR

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

DELAP WEALTH ADVISORY, LLC's Holding History (CIK: 0001927705)

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

Q4 2025
Shares 1,629 Value ($000) $343 Avg Close — Range —
Q3 2025
Shares 1,651 Value ($000) $337 Avg Close — Range —
Q2 2025
Shares 1,651 Value ($000) $321 Avg Close — Range —
Q1 2025
Shares 1,629 Value ($000) $307 Avg Close — Range —
Q4 2024
Shares 1,629 Value ($000) $302 Avg Close — Range —