ISHARES TR

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

DIVERSIFY WEALTH MANAGEMENT, LLC's Holding History (CIK: 0002030780)

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

Q4 2025
Shares 7,455 Value ($000) $1,621 Avg Close — Range —
Q3 2025
Shares 6,671 Value ($000) $1,361 Avg Close — Range —
Q2 2025
Shares 6,206 Value ($000) $1,224 Avg Close — Range —
Q1 2025
Shares 6,318 Value ($000) $1,150 Avg Close — Range —
Q4 2024
Shares 6,267 Value ($000) $1,150 Avg Close — Range —
Q3 2024
Shares 4,982 Value ($000) $951 Avg Close — Range —