ISHARES TR

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

Burton Enright Welch's Holding History (CIK: 0002105919)

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

Q4 2025
Shares 2,801 Value ($000) $589 Avg Close — Range —
Q3 2025
Shares 2,801 Value ($000) $570 Avg Close — Range —
Q2 2025
Shares 2,801 Value ($000) $544 Avg Close — Range —
Q1 2025
Shares 2,801 Value ($000) $527 Avg Close — Range —
Q4 2024
Shares 2,801 Value ($000) $519 Avg Close — Range —
Q3 2024
Shares 2,306 Value ($000) $438 Avg Close — Range —
Q2 2024
Shares 2,306 Value ($000) $402 Avg Close — Range —
Q1 2024
Shares 2,306 Value ($000) $413 Avg Close — Range —
Q4 2023
Shares 2,306 Value ($000) $381 Avg Close — Range —
Q3 2023
Shares 2,306 Value ($000) $350 Avg Close — Range —