ISHARES TR

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

Lakeridge Wealth Management LLC's Holding History (CIK: 0002012028)

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

Q4 2025
Shares 1,299 Value ($000) $273 Avg Close — Range —
Q3 2025
Shares 1,429 Value ($000) $291 Avg Close — Range —
Q2 2025
Shares 1,427 Value ($000) $277 Avg Close — Range —
Q1 2025
Shares 2,807 Value ($000) $528 Avg Close — Range —
Q4 2024
Shares 2,876 Value ($000) $532 Avg Close — Range —
Q3 2024
Shares 2,874 Value ($000) $545 Avg Close — Range —
Q2 2024
Shares 2,862 Value ($000) $499 Avg Close — Range —
Q1 2024
Shares 1,189 Value ($000) $213 Avg Close — Range —
Q4 2023
Shares 1,362 Value ($000) $225 Avg Close — Range —