ISHARES TR

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

Root Financial Partners, LLC's Holding History (CIK: 0001977181)

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

Q4 2025
Shares 4,675 Value ($000) $983 Avg Close — Range —
Q3 2025
Shares 3,675 Value ($000) $748 Avg Close — Range —
Q2 2025
Shares 2,311 Value ($000) $449 Avg Close — Range —
Q1 2025
Shares 3,703 Value ($000) $697 Avg Close — Range —
Q4 2024
Shares 3,558 Value ($000) $659 Avg Close — Range —
Q3 2024
Shares 3,759 Value ($000) $713 Avg Close — Range —
Q2 2024
Shares 2,058 Value ($000) $359 Avg Close — Range —
Q1 2024
Shares 1,860 Value ($000) $333 Avg Close — Range —