ISHARES TR

Ticker: IWS CUSIP: 464287473 Class: Exchange Traded Fund

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

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

Q3 2025
Shares 3,819 Value ($000) $533 Avg Close Range
Q2 2025
Shares 3,852 Value ($000) $509 Avg Close Range
Q1 2025
Shares 3,562 Value ($000) $449 Avg Close Range
Q4 2024
Shares 3,683 Value ($000) $476 Avg Close Range
Q3 2024
Shares 3,906 Value ($000) $517 Avg Close Range
Q2 2024
Shares 4,033 Value ($000) $513 Avg Close Range
Q1 2024
Shares 4,768 Value ($000) $598 Avg Close Range
Q4 2023
Shares 4,766 Value ($000) $554 Avg Close Range
Q3 2023
Shares 4,642 Value ($000) $484 Avg Close Range
Q2 2023
Shares 4,909 Value ($000) $539 Avg Close Range
Q1 2023
Shares 5,008 Value ($000) $532 Avg Close Range
Q4 2022
Shares 5,078 Value ($000) $535 Avg Close Range
Q3 2022
Shares 5,145 Value ($000) $494 Avg Close Range
Q2 2022
Shares 5,241 Value ($000) $532 Avg Close Range
Q1 2022
Shares 5,313 Value ($000) $636 Avg Close Range
Q4 2021
Shares 7,291 Value ($000) $633 Avg Close Range
Q3 2021
Shares 5,358 Value ($000) $607 Avg Close Range
Q2 2021
Shares 5,276 Value ($000) $607 Avg Close Range
Q1 2021
Shares 5,737 Value ($000) $627 Avg Close Range
Q4 2020
Shares 6,666 Value ($000) $646 Avg Close Range
Q3 2020
Shares 6,415 Value ($000) $519 Avg Close Range
Q2 2020
Shares 6,411 Value ($000) $491 Avg Close Range
Q1 2020
Shares 6,689 Value ($000) $429 Avg Close Range
Q4 2019
Shares 6,849 Value ($000) $649 Avg Close Range
Q3 2019
Shares 6,919 Value ($000) $621 Avg Close Range
Q2 2019
Shares 7,087 Value ($000) $632 Avg Close Range
Q1 2019
Shares 7,291 Value ($000) $633 Avg Close Range
Q4 2018
Shares 7,416 Value ($000) $566 Avg Close Range