ISHARES TR

Ticker: IWF CUSIP: 464287614 Class: RUS 1000 GRW ETF

Wealth Dimensions Group, Ltd.'s Holding History (CIK: 0001846462)

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

Q4 2025
Shares 7,919 Value ($000) $3,748 Avg Close — Range —
Q3 2025
Shares 7,984 Value ($000) $3,740 Avg Close — Range —
Q2 2025
Shares 8,059 Value ($000) $3,422 Avg Close — Range —
Q1 2025
Shares 8,020 Value ($000) $2,896 Avg Close — Range —
Q4 2024
Shares 8,279 Value ($000) $3,325 Avg Close — Range —
Q3 2024
Shares 8,722 Value ($000) $3,274 Avg Close — Range —
Q2 2024
Shares 8,829 Value ($000) $3,218 Avg Close — Range —
Q1 2024
Shares 9,290 Value ($000) $3,131 Avg Close — Range —
Q4 2023
Shares 9,526 Value ($000) $2,888 Avg Close — Range —
Q3 2023
Shares 9,991 Value ($000) $2,657 Avg Close — Range —
Q2 2023
Shares 9,905 Value ($000) $2,726 Avg Close — Range —
Q1 2023
Shares 9,975 Value ($000) $2,437 Avg Close — Range —
Q4 2022
Shares 9,694 Value ($000) $2,077 Avg Close — Range —
Q3 2022
Shares 3,779 Value ($000) $795 Avg Close — Range —
Q2 2022
Shares 3,774 Value ($000) $825 Avg Close — Range —
Q1 2022
Shares 3,296 Value ($000) $915 Avg Close — Range —
Q4 2021
Shares 2,214 Value ($000) $676 Avg Close — Range —
Q3 2021
Shares 2,214 Value ($000) $607 Avg Close — Range —
Q2 2021
Shares 2,040 Value ($000) $554 Avg Close — Range —
Q1 2021
Shares 1,907 Value ($000) $463 Avg Close — Range —
Q4 2020
Shares 1,907 Value ($000) $460 Avg Close — Range —