ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

KDK Private Wealth Management, LLC's Holding History (CIK: 0001776910)

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

Q4 2025
Shares 45,121 Value ($000) $17,454 Avg Close — Range —
Q3 2025
Shares 44,655 Value ($000) $16,922 Avg Close — Range —
Q2 2025
Shares 44,596 Value ($000) $15,653 Avg Close — Range —
Q1 2025
Shares 44,557 Value ($000) $14,153 Avg Close — Range —
Q4 2024
Shares 42,329 Value ($000) $14,149 Avg Close — Range —