ISHARES TR

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

FMA Wealth Management, LLC's Holding History (CIK: 0002011155)

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

Q4 2025
Shares 53,861 Value ($000) $11,329 Avg Close — Range —
Q3 2025
Shares 55,418 Value ($000) $11,282 Avg Close — Range —
Q2 2025
Shares 55,974 Value ($000) $10,872 Avg Close — Range —
Q1 2025
Shares 59,405 Value ($000) $11,546 Avg Close — Range —
Q4 2024
Shares 60,480 Value ($000) $11,197 Avg Close — Range —
Q3 2024
Shares 60,758 Value ($000) $11,532 Avg Close — Range —
Q2 2024
Shares 61,063 Value ($000) $10,654 Avg Close — Range —
Q1 2024
Shares 61,025 Value ($000) $10,929 Avg Close — Range —
Q4 2023
Shares 61,015 Value ($000) $10,083 Avg Close — Range —