ISHARES TR

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

BURLING WEALTH PARTNERS, LLC's Holding History (CIK: 0002054946)

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

Q4 2025
Shares 8,833 Value ($000) $1,858 Avg Close — Range —
Q3 2025
Shares 8,833 Value ($000) $1,798 Avg Close — Range —
Q2 2025
Shares 2,001 Value ($000) $389 Avg Close — Range —
Q1 2025
Shares 2,256 Value ($000) $424 Avg Close — Range —
Q4 2024
Shares 1,226 Value ($000) $227 Avg Close — Range —