ISHARES TR

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

Partnership Wealth Management, LLC's Holding History (CIK: 0002010656)

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

Q3 2024
Shares 132 Value ($000) $25 Avg Close — Range —
Q2 2024
Shares 171 Value ($000) $30 Avg Close — Range —
Q1 2024
Shares 170 Value ($000) $31 Avg Close — Range —
Q4 2023
Shares 170 Value ($000) $28 Avg Close — Range —