ISHARES TR

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

Clifford Group, LLC's Holding History (CIK: 0001965522)

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

Q4 2025
Shares 8,011 Value ($000) $1,685 Avg Close Range
Q3 2025
Shares 8,034 Value ($000) $1,636 Avg Close Range
Q2 2025
Shares 8,036 Value ($000) $1,561 Avg Close Range
Q1 2025
Shares 8,247 Value ($000) $1,552 Avg Close Range
Q4 2024
Shares 8,547 Value ($000) $1,582 Avg Close Range
Q3 2024
Shares 8,576 Value ($000) $1,628 Avg Close Range
Q2 2024
Shares 8,901 Value ($000) $1,553 Avg Close Range
Q1 2024
Shares 8,999 Value ($000) $1,612 Avg Close Range
Q4 2023
Shares 9,134 Value ($000) $1,509 Avg Close Range
Q3 2023
Shares 9,572 Value ($000) $1,453 Avg Close Range
Q2 2023
Shares 9,640 Value ($000) $1,521 Avg Close Range
Q1 2023
Shares 10,046 Value ($000) $1,530 Avg Close Range
Q4 2022
Shares 10,559 Value ($000) $1,601 Avg Close Range