ISHARES TR

Ticker: IWN CUSIP: 464287630 Class: RUS 2000 VAL ETF

Marotta Asset Management's Holding History (CIK: 0001802091)

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

Q3 2025
Shares 1,797 Value ($000) $319 Avg Close — Range —
Q2 2025
Shares 1,797 Value ($000) $283 Avg Close — Range —
Q1 2025
Shares 2,046 Value ($000) $341 Avg Close — Range —
Q4 2024
Shares 1,941 Value ($000) $318 Avg Close — Range —
Q3 2024
Shares 2,046 Value ($000) $341 Avg Close — Range —
Q2 2024
Shares 2,308 Value ($000) $348 Avg Close — Range —
Q1 2024
Shares 2,358 Value ($000) $374 Avg Close — Range —
Q4 2023
Shares 2,358 Value ($000) $366 Avg Close — Range —
Q3 2023
Shares 2,478 Value ($000) $336 Avg Close — Range —
Q2 2023
Shares 2,478 Value ($000) $349 Avg Close — Range —
Q4 2022
Shares 2,488 Value ($000) $345 Avg Close — Range —
Q3 2022
Shares 2,571 Value ($000) $331,479 Avg Close — Range —
Q2 2022
Shares 2,619 Value ($000) $361,736 Avg Close — Range —
Q1 2022
Shares 2,619 Value ($000) $422,707 Avg Close — Range —
Q4 2021
Shares 2,845 Value ($000) $472,412 Avg Close — Range —
Q3 2021
Shares 3,295 Value ($000) $527,958 Avg Close — Range —
Q2 2021
Shares 4,337 Value ($000) $726,144 Avg Close — Range —
Q1 2021
Shares 4,254 Value ($000) $686,255 Avg Close — Range —
Q4 2020
Shares 4,719 Value ($000) $621,728 Avg Close — Range —
Q3 2020
Shares 7,125 Value ($000) $707,726 Avg Close — Range —
Q2 2020
Shares 10,932 Value ($000) $1,065,433 Avg Close — Range —
Q1 2020
Shares 11,725 Value ($000) $897,549 Avg Close — Range —
Q4 2019
Shares 10,011 Value ($000) $1,231,053 Avg Close — Range —