ISHARES TR

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

Total Wealth Planning, LLC's Holding History (CIK: 0001762997)

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

Q4 2025
Shares 2,028 Value ($000) $250 Avg Close Range
Q3 2025
Shares 45,284 Value ($000) $5,467 Avg Close Range
Q2 2025
Shares 48,749 Value ($000) $5,367 Avg Close Range
Q1 2025
Shares 49,372 Value ($000) $4,583 Avg Close Range
Q4 2024
Shares 51,453 Value ($000) $5,224 Avg Close Range
Q3 2024
Shares 52,505 Value ($000) $5,027 Avg Close Range
Q2 2024
Shares 54,670 Value ($000) $5,250 Avg Close Range
Q1 2024
Shares 58,510 Value ($000) $4,941 Avg Close Range
Q4 2023
Shares 65,836 Value ($000) $4,944 Avg Close Range
Q3 2023
Shares 71,167 Value ($000) $4,869 Avg Close Range
Q2 2023
Shares 72,832 Value ($000) $5,133 Avg Close Range
Q1 2023
Shares 74,834 Value ($000) $4,781 Avg Close Range
Q4 2022
Shares 74,021 Value ($000) $4,330 Avg Close Range
Q3 2022
Shares 47,857 Value ($000) $2,769 Avg Close Range
Q2 2022
Shares 48,041 Value ($000) $2,899 Avg Close Range
Q1 2022
Shares 47,798 Value ($000) $3,651 Avg Close Range
Q4 2021
Shares 15,885 Value ($000) $2,738 Avg Close Range
Q3 2021
Shares 48,651 Value ($000) $3,596 Avg Close Range
Q2 2021
Shares 50,441 Value ($000) $3,669 Avg Close Range
Q1 2021
Shares 51,322 Value ($000) $3,342 Avg Close Range
Q4 2020
Shares 51,185 Value ($000) $3,267 Avg Close Range
Q3 2020
Shares 13,240 Value ($000) $3,060 Avg Close Range
Q2 2020
Shares 14,624 Value ($000) $3,034 Avg Close Range
Q1 2020
Shares 14,974 Value ($000) $2,472 Avg Close Range
Q4 2019
Shares 14,468 Value ($000) $2,802 Avg Close Range
Q3 2019
Shares 14,968 Value ($000) $2,695 Avg Close Range
Q2 2019
Shares 14,996 Value ($000) $2,688 Avg Close Range
Q1 2019
Shares 15,885 Value ($000) $2,738 Avg Close Range
Q4 2018
Shares 16,229 Value ($000) $2,445 Avg Close Range