ISHARES TR

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

Wingate Wealth Advisors, Inc.'s Holding History (CIK: 0002041800)

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

Q1 2025
Shares 1,453 Value ($000) $219 Avg Close — Range —
Q4 2024
Shares 1,449 Value ($000) $238 Avg Close — Range —