ISHARES TR

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

Joel Adams & Associates, Inc.'s Holding History (CIK: 0002020459)

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

Q4 2025
Shares 3,280 Value ($000) $690 Avg Close — Range —
Q3 2025
Shares 3,017 Value ($000) $614 Avg Close — Range —
Q2 2025
Shares 2,900 Value ($000) $563 Avg Close — Range —
Q1 2025
Shares 1,501 Value ($000) $282 Avg Close — Range —