ISHARES TR

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

BKM Wealth Management, LLC's Holding History (CIK: 0002007263)

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

Q4 2025
Shares 3,726 Value ($000) $784 Avg Close — Range —
Q3 2025
Shares 3,644 Value ($000) $742 Avg Close — Range —
Q2 2025
Shares 3,774 Value ($000) $733 Avg Close — Range —
Q1 2025
Shares 3,507 Value ($000) $660 Avg Close — Range —
Q4 2024
Shares 3,301 Value ($000) $611 Avg Close — Range —
Q3 2024
Shares 3,029 Value ($000) $575 Avg Close — Range —
Q2 2024
Shares 2,317 Value ($000) $404 Avg Close — Range —
Q1 2024
Shares 1,930 Value ($000) $346 Avg Close — Range —
Q4 2023
Shares 1,680 Value ($000) $278 Avg Close — Range —