ISHARES TR

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

POTENTIA WEALTH's Holding History (CIK: 0002052308)

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

Q4 2025
Shares 26,364 Value ($000) $5,545 Avg Close — Range —
Q3 2025
Shares 27,009 Value ($000) $5,499 Avg Close — Range —
Q2 2025
Shares 26,679 Value ($000) $5,182 Avg Close — Range —
Q1 2025
Shares 27,355 Value ($000) $5,147 Avg Close — Range —
Q4 2024
Shares 22,066 Value ($000) $4,085 Avg Close — Range —