ISHARES TR

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

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q1 2025
Shares 3,055 Value ($000) $575 Avg Close — Range —
Q4 2024
Shares 3,023 Value ($000) $560 Avg Close — Range —
Q3 2024
Shares 3,017 Value ($000) $573 Avg Close — Range —
Q2 2024
Shares 3,016 Value ($000) $526 Avg Close — Range —