ISHARES TR

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

FSM Wealth Advisors, LLC's Holding History (CIK: 0001942548)

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

Q4 2025
Shares 1,135 Value ($000) $239 Avg Close — Range —
Q3 2025
Shares 1,135 Value ($000) $231 Avg Close — Range —
Q2 2025
Shares 1,133 Value ($000) $222 Avg Close — Range —
Q1 2025
Shares 1,132 Value ($000) $213 Avg Close — Range —
Q4 2024
Shares 1,233 Value ($000) $234 Avg Close — Range —
Q3 2024
Shares 1,232 Value ($000) $234 Avg Close — Range —
Q2 2024
Shares 1,230 Value ($000) $215 Avg Close — Range —
Q1 2024
Shares 1,229 Value ($000) $220 Avg Close — Range —