ISHARES TR

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

Moran Wealth Management, LLC's Holding History (CIK: 0001965334)

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

Q4 2025
Shares 8,163 Value ($000) $1,717 Avg Close Range
Q3 2025
Shares 65,120 Value ($000) $13,258 Avg Close Range
Q2 2025
Shares 1,417 Value ($000) $275 Avg Close Range
Q4 2024
Shares 23,456 Value ($000) $4,342 Avg Close Range
Q1 2024
Shares 1,283 Value ($000) $230 Avg Close Range
Q4 2023
Shares 4,375 Value ($000) $723 Avg Close Range
Q1 2023
Shares 1,774 Value ($000) $270 Avg Close Range
Q4 2022
Shares 7,004 Value ($000) $1,062 Avg Close Range