ISHARES TR

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

JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s Holding History (CIK: 0002006637)

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

Q4 2025
Shares 1,828 Value ($000) $385 Avg Close — Range —
Q3 2025
Shares 1,824 Value ($000) $371 Avg Close — Range —
Q2 2025
Shares 1,890 Value ($000) $367 Avg Close — Range —
Q1 2025
Shares 1,573 Value ($000) $296 Avg Close — Range —
Q4 2024
Shares 1,573 Value ($000) $291 Avg Close — Range —
Q3 2024
Shares 1,573 Value ($000) $299 Avg Close — Range —
Q2 2024
Shares 1,573 Value ($000) $274 Avg Close — Range —
Q1 2024
Shares 1,573 Value ($000) $282 Avg Close — Range —