ISHARES TR

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

Partners in Financial Planning's Holding History (CIK: 0002054264)

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

Q4 2025
Shares 4,160 Value ($000) $875 Avg Close — Range —
Q3 2025
Shares 4,153 Value ($000) $845 Avg Close — Range —
Q2 2025
Shares 4,151 Value ($000) $806 Avg Close — Range —
Q1 2025
Shares 4,150 Value ($000) $781 Avg Close — Range —
Q4 2024
Shares 4,149 Value ($000) $768 Avg Close — Range —
Q3 2024
Shares 4,149 Value ($000) $787 Avg Close — Range —
Q2 2024
Shares 4,149 Value ($000) $724 Avg Close — Range —
Q1 2024
Shares 4,149 Value ($000) $743 Avg Close — Range —
Q4 2023
Shares 4,149 Value ($000) $686 Avg Close — Range —
Q3 2023
Shares 4,149 Value ($000) $630 Avg Close — Range —
Q2 2023
Shares 4,149 Value ($000) $655 Avg Close — Range —
Q1 2023
Shares 4,149 Value ($000) $632 Avg Close — Range —
Q4 2022
Shares 4,149 Value ($000) $629 Avg Close — Range —
Q3 2022
Shares 4,149 Value ($000) $642 Avg Close — Range —
Q2 2022
Shares 2,976 Value ($000) $460 Avg Close — Range —
Q4 2021
Shares 2,710 Value ($000) $444 Avg Close — Range —
Q3 2021
Shares 2,710 Value ($000) $424 Avg Close — Range —
Q2 2021
Shares 2,710 Value ($000) $430 Avg Close — Range —