ISHARES TR

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

Forthright Family Wealth Advisory LLC's Holding History (CIK: 0002008648)

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

Q2 2025
Shares 4,018 Value ($000) $780 Avg Close — Range —
Q1 2025
Shares 4,018 Value ($000) $756 Avg Close — Range —
Q4 2024
Shares 4,018 Value ($000) $744 Avg Close — Range —
Q3 2024
Shares 4,018 Value ($000) $787 Avg Close — Range —
Q2 2024
Shares 3,876 Value ($000) $676 Avg Close — Range —
Q1 2024
Shares 3,876 Value ($000) $694 Avg Close — Range —