ISHARES TR

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

Wingate Wealth Advisors, Inc.'s Holding History (CIK: 0002041800)

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

Q3 2025
Shares 1,018 Value ($000) $207 Avg Close — Range —
Q4 2024
Shares 926 Value ($000) $171 Avg Close — Range —