ISHARES TR

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

LM Advisors LLC's Holding History (CIK: 0002011314)

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

Q4 2025
Shares 619 Value ($000) $3 Avg Close — Range —
Q3 2025
Shares 2,941 Value ($000) $1 Avg Close — Range —
Q2 2025
Shares 2,941 Value ($000) $1 Avg Close — Range —
Q1 2025
Shares 3,241 Value ($000) $1 Avg Close — Range —
Q4 2024
Shares 2,515 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 2,515 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 2,515 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 2,515 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 2,015 Value ($000) $333 Avg Close — Range —