ISHARES TR

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

Alteri Wealth LLC's Holding History (CIK: 0002054980)

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

Q4 2025
Shares 5,539 Value ($000) $1,165 Avg Close — Range —
Q3 2025
Shares 5,423 Value ($000) $1,104 Avg Close — Range —
Q2 2025
Shares 6,611 Value ($000) $1,284 Avg Close — Range —
Q1 2025
Shares 7,842 Value ($000) $1,476 Avg Close — Range —
Q4 2024
Shares 8,250 Value ($000) $1,527 Avg Close — Range —