ISHARES TR

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

Philip James Wealth Mangement, LLC's Holding History (CIK: 0002002630)

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

Q2 2025
Shares 1,820 Value ($000) $353 Avg Close — Range —
Q1 2025
Shares 1,812 Value ($000) $341 Avg Close — Range —
Q4 2024
Shares 2,136 Value ($000) $395 Avg Close — Range —
Q3 2024
Shares 2,125 Value ($000) $403 Avg Close — Range —
Q2 2024
Shares 2,114 Value ($000) $369 Avg Close — Range —
Q1 2024
Shares 2,105 Value ($000) $377 Avg Close — Range —
Q4 2023
Shares 2,096 Value ($000) $346 Avg Close — Range —