ISHARES TR

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

Bruce G. Allen Investments, LLC's Holding History (CIK: 0002005409)

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

Q4 2025
Shares 7,371 Value ($000) $1,550 Avg Close — Range —
Q3 2025
Shares 7,279 Value ($000) $1,482 Avg Close — Range —
Q2 2025
Shares 7,254 Value ($000) $1,409 Avg Close — Range —
Q1 2025
Shares 7,498 Value ($000) $1,411 Avg Close — Range —
Q4 2024
Shares 8,139 Value ($000) $1,507 Avg Close — Range —
Q3 2024
Shares 7,956 Value ($000) $1,510 Avg Close — Range —
Q2 2024
Shares 8,100 Value ($000) $1,413 Avg Close — Range —
Q1 2024
Shares 8,426 Value ($000) $1,509 Avg Close — Range —
Q4 2023
Shares 8,499 Value ($000) $1,404 Avg Close — Range —