ISHARES TR

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

LJI Wealth Management, LLC's Holding History (CIK: 0001988563)

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

Q4 2025
Shares 1,962 Value ($000) $413 Avg Close — Range —
Q2 2025
Shares 1,850 Value ($000) $359 Avg Close — Range —
Q1 2025
Shares 1,850 Value ($000) $348 Avg Close — Range —
Q4 2024
Shares 1,850 Value ($000) $342 Avg Close — Range —
Q3 2024
Shares 2,060 Value ($000) $391 Avg Close — Range —
Q2 2024
Shares 2,060 Value ($000) $359 Avg Close — Range —
Q1 2024
Shares 2,060 Value ($000) $369 Avg Close — Range —
Q4 2023
Shares 2,330 Value ($000) $385 Avg Close — Range —
Q3 2023
Shares 2,330 Value ($000) $354 Avg Close — Range —
Q2 2023
Shares 367,744 Value ($000) $368 Avg Close — Range —
Q1 2023
Shares 2,534 Value ($000) $386 Avg Close — Range —
Q4 2022
Shares 2,330 Value ($000) $353 Avg Close — Range —