ISHARES TR

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

Beaumont Financial Advisors, LLC's Holding History (CIK: 0001957394)

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

Q4 2025
Shares 4,971 Value ($000) $1,046 Avg Close — Range —
Q3 2025
Shares 4,964 Value ($000) $1,011 Avg Close — Range —
Q2 2025
Shares 4,922 Value ($000) $956 Avg Close — Range —
Q1 2025
Shares 4,958 Value ($000) $933 Avg Close — Range —
Q4 2024
Shares 4,952 Value ($000) $917 Avg Close — Range —
Q3 2024
Shares 5,005 Value ($000) $950 Avg Close — Range —
Q2 2024
Shares 5,745 Value ($000) $1,002 Avg Close — Range —
Q1 2024
Shares 4,959 Value ($000) $888 Avg Close — Range —
Q4 2023
Shares 4,953 Value ($000) $819 Avg Close — Range —
Q3 2023
Shares 4,746 Value ($000) $720 Avg Close — Range —
Q2 2023
Shares 4,746 Value ($000) $749 Avg Close — Range —
Q1 2023
Shares 4,740 Value ($000) $722 Avg Close — Range —
Q4 2022
Shares 4,732 Value ($000) $718 Avg Close — Range —