ISHARES TR

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

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

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

Q4 2025
Shares 9,875 Value ($000) $1,789 Avg Close — Range —
Q3 2025
Shares 10,202 Value ($000) $1,804 Avg Close — Range —
Q2 2025
Shares 10,555 Value ($000) $1,665 Avg Close — Range —
Q1 2025
Shares 11,076 Value ($000) $1,672 Avg Close — Range —
Q4 2024
Shares 11,436 Value ($000) $1,877 Avg Close — Range —
Q3 2024
Shares 12,039 Value ($000) $2,008 Avg Close — Range —
Q2 2024
Shares 12,215 Value ($000) $1,860 Avg Close — Range —
Q1 2024
Shares 12,858 Value ($000) $2,042 Avg Close — Range —
Q4 2023
Shares 13,539 Value ($000) $2,103 Avg Close — Range —
Q3 2023
Shares 15,267 Value ($000) $2,069 Avg Close — Range —
Q2 2023
Shares 15,622 Value ($000) $2,200 Avg Close — Range —
Q1 2023
Shares 16,622 Value ($000) $2,278 Avg Close — Range —
Q4 2022
Shares 17,274 Value ($000) $2,395 Avg Close — Range —
Q3 2022
Shares 19,390 Value ($000) $2,500 Avg Close — Range —
Q2 2022
Shares 19,066 Value ($000) $2,596 Avg Close — Range —
Q1 2022
Shares 20,898 Value ($000) $3,373 Avg Close — Range —
Q4 2021
Shares 17,755 Value ($000) $2,948 Avg Close — Range —
Q3 2021
Shares 14,471 Value ($000) $2,319 Avg Close — Range —
Q2 2021
Shares 12,334 Value ($000) $2,045 Avg Close — Range —
Q1 2021
Shares 10,010 Value ($000) $1,596 Avg Close — Range —
Q4 2020
Shares 10,360 Value ($000) $1,365 Avg Close — Range —