ISHARES TR

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

David Kennon Inc's Holding History (CIK: 0001954126)

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

Q4 2025
Shares 7,984 Value ($000) $1,679 Avg Close — Range —
Q3 2025
Shares 7,650 Value ($000) $1,557 Avg Close — Range —
Q2 2025
Shares 7,557 Value ($000) $1,468 Avg Close — Range —
Q1 2025
Shares 7,279 Value ($000) $1,370 Avg Close — Range —
Q4 2024
Shares 6,882 Value ($000) $1,274 Avg Close — Range —
Q3 2024
Shares 6,632 Value ($000) $1,259 Avg Close — Range —
Q2 2024
Shares 6,492 Value ($000) $1,133 Avg Close — Range —
Q1 2024
Shares 5,891 Value ($000) $1,055 Avg Close — Range —