ISHARES TR

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

LWM ADVISORS INC's Holding History (CIK: 0002067328)

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

Q4 2025
Shares 117,480 Value ($000) $24,711 Avg Close — Range —
Q3 2025
Shares 115,975 Value ($000) $23,611 Avg Close — Range —
Q2 2025
Shares 114,359 Value ($000) $22,212 Avg Close — Range —
Q1 2025
Shares 114,781 Value ($000) $21,240 Avg Close — Range —
Q4 2024
Shares 118,408 Value ($000) $21,921 Avg Close — Range —