ISHARES TR

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

VestGen Advisors, LLC's Holding History (CIK: 0002050130)

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

Q4 2025
Shares 78,019 Value ($000) $16,410 Avg Close — Range —
Q3 2025
Shares 91,305 Value ($000) $18,589 Avg Close — Range —
Q2 2025
Shares 92,354 Value ($000) $17,939 Avg Close — Range —
Q1 2025
Shares 94,006 Value ($000) $17,688 Avg Close — Range —