ISHARES TR

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

JP Wealth Management, Inc.'s Holding History (CIK: 0001967622)

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

Q4 2025
Shares 5,216 Value ($000) $1,097 Avg Close — Range —
Q3 2025
Shares 5,216 Value ($000) $1,062 Avg Close — Range —
Q2 2025
Shares 5,216 Value ($000) $1,013 Avg Close — Range —
Q1 2025
Shares 981,443 Value ($000) $5 Avg Close — Range —
Q4 2024
Shares 5,216 Value ($000) $966 Avg Close — Range —