ISHARES TR

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

Lakeshore Financial Planning, Inc.'s Holding History (CIK: 0002000571)

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

Q4 2025
Shares 1,029 Value ($000) $216 Avg Close — Range —
Q3 2025
Shares 1,027 Value ($000) $209 Avg Close — Range —
Q2 2024
Shares 1,318 Value ($000) $230 Avg Close — Range —
Q1 2024
Shares 1,318 Value ($000) $236 Avg Close — Range —
Q4 2023
Shares 1,318 Value ($000) $218 Avg Close — Range —