ISHARES TR

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

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 28,578 Value ($000) $3,522 Avg Close — Range —
Q3 2025
Shares 30,059 Value ($000) $3,629 Avg Close — Range —
Q2 2025
Shares 29,875 Value ($000) $3,289 Avg Close — Range —
Q1 2025
Shares 19,401 Value ($000) $1,801 Avg Close — Range —
Q4 2024
Shares 17,584 Value ($000) $1,785 Avg Close — Range —
Q3 2024
Shares 21,617 Value ($000) $2,070 Avg Close — Range —
Q2 2024
Shares 3,258 Value ($000) $302 Avg Close — Range —
Q1 2024
Shares 3,256 Value ($000) $275 Avg Close — Range —
Q4 2023
Shares 3,437 Value ($000) $258 Avg Close — Range —
Q3 2023
Shares 3,707 Value ($000) $254 Avg Close — Range —
Q2 2023
Shares 2,628 Value ($000) $185 Avg Close — Range —
Q1 2023
Shares 3,533 Value ($000) $226 Avg Close — Range —
Q4 2022
Shares 50,754 Value ($000) $3,200 Avg Close — Range —
Q3 2022
Shares 162,822 Value ($000) $9,881 Avg Close — Range —
Q1 2022
Shares 163,510 Value ($000) $10,920 Avg Close — Range —