ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

WealthPLAN Partners, LLC's Holding History (CIK: 0001639943)

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

Q4 2025
Shares 66,096 Value ($000) $8,147 Avg Close Range
Q3 2025
Shares 64,460 Value ($000) $7,782 Avg Close Range
Q2 2025
Shares 66,133 Value ($000) $7,281 Avg Close Range
Q1 2025
Shares 65,343 Value ($000) $6,066 Avg Close Range
Q4 2024
Shares 60,114 Value ($000) $6,103 Avg Close Range
Q3 2024
Shares 68,144 Value ($000) $6,525 Avg Close Range
Q2 2024
Shares 79,843 Value ($000) $7,389 Avg Close Range
Q1 2024
Shares 64,114 Value ($000) $5,414 Avg Close Range
Q4 2023
Shares 52,713 Value ($000) $3,959 Avg Close Range
Q3 2023
Shares 48,939 Value ($000) $3,348 Avg Close Range
Q2 2023
Shares 39,901 Value ($000) $2,812 Avg Close Range
Q1 2023
Shares 45,850 Value ($000) $2,929 Avg Close Range
Q4 2022
Shares 50,754 Value ($000) $3,205 Avg Close Range
Q1 2022
Shares 163,510 Value ($000) $10,920 Avg Close Range
Q4 2021
Shares 165,640 Value ($000) $12,695 Avg Close Range
Q3 2021
Shares 181,910 Value ($000) $15,126 Avg Close Range
Q2 2021
Shares 155,672 Value ($000) $11,803 Avg Close Range
Q1 2021
Shares 153,579 Value ($000) $10,514 Avg Close Range
Q4 2020
Shares 151,962 Value ($000) $10,078 Avg Close Range
Q3 2020
Shares 169,901 Value ($000) $10,245 Avg Close Range
Q2 2020
Shares 32,595 Value ($000) $7,469 Avg Close Range
Q1 2020
Shares 33,106 Value ($000) $6,242 Avg Close Range
Q4 2019
Shares 34,211 Value ($000) $7,148 Avg Close Range
Q3 2019
Shares 37,796 Value ($000) $7,004 Avg Close Range
Q2 2019
Shares 38,960 Value ($000) $7,009 Avg Close Range
Q1 2019
Shares 42,599 Value ($000) $7,432 Avg Close Range
Q4 2018
Shares 43,809 Value ($000) $7,301 Avg Close Range
Q3 2018
Shares 43,982 Value ($000) $6,873 Avg Close Range
Q2 2018
Shares 39,580 Value ($000) $6,436 Avg Close Range
Q1 2018
Shares 31,980 Value ($000) $4,959 Avg Close Range
Q4 2017
Shares 23,263 Value ($000) $3,554 Avg Close Range
Q3 2017
Shares 127,812 Value ($000) $18,331 Avg Close Range
Q2 2017
Shares 125,674 Value ($000) $17,199 Avg Close Range
Q1 2017
Shares 7,388 Value ($000) $969,338 Avg Close Range
Q3 2016
Shares 96,362 Value ($000) $11,643,351 Avg Close Range
Q2 2016
Shares 9,746 Value ($000) $522,194 Avg Close Range
Q4 2015
Shares 11,833 Value ($000) $453,812 Avg Close Range
Q2 2015
Shares 3,166 Value ($000) $360 Avg Close Range
Q1 2015
Shares 3,366 Value ($000) $381 Avg Close Range