ISHARES TR

Ticker: IWP CUSIP: 464287481 Class: RUS MD CP GR ETF

PDS Planning, Inc's Holding History (CIK: 0000838618)

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

Q4 2025
Shares 2,500 Value ($000) $342 Avg Close — Range —
Q3 2025
Shares 2,497 Value ($000) $356 Avg Close — Range —
Q2 2025
Shares 2,495 Value ($000) $346 Avg Close — Range —
Q1 2025
Shares 2,493 Value ($000) $293 Avg Close — Range —
Q4 2024
Shares 2,509 Value ($000) $318 Avg Close — Range —
Q3 2024
Shares 2,506 Value ($000) $294 Avg Close — Range —
Q2 2024
Shares 2,503 Value ($000) $276 Avg Close — Range —
Q1 2024
Shares 2,501 Value ($000) $285 Avg Close — Range —
Q4 2023
Shares 2,498 Value ($000) $261 Avg Close — Range —
Q2 2023
Shares 2,103 Value ($000) $203 Avg Close — Range —
Q1 2022
Shares 2,085 Value ($000) $210 Avg Close — Range —
Q4 2021
Shares 2,082 Value ($000) $240 Avg Close — Range —
Q3 2021
Shares 2,078 Value ($000) $233 Avg Close — Range —
Q2 2021
Shares 2,078 Value ($000) $235 Avg Close — Range —
Q1 2021
Shares 2,076 Value ($000) $212 Avg Close — Range —
Q4 2020
Shares 2,076 Value ($000) $213 Avg Close — Range —