ISHARES TR

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

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

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

Q3 2025
Shares 3,608 Value ($000) $514 Avg Close Range
Q2 2025
Shares 4,043 Value ($000) $561 Avg Close Range
Q1 2025
Shares 4,490 Value ($000) $528 Avg Close Range
Q4 2024
Shares 4,564 Value ($000) $578 Avg Close Range
Q3 2024
Shares 4,591 Value ($000) $538 Avg Close Range
Q2 2024
Shares 4,590 Value ($000) $529 Avg Close Range
Q1 2024
Shares 5,637 Value ($000) $643 Avg Close Range
Q4 2023
Shares 5,968 Value ($000) $623 Avg Close Range
Q3 2023
Shares 5,297 Value ($000) $484 Avg Close Range
Q2 2023
Shares 5,411 Value ($000) $523 Avg Close Range
Q1 2023
Shares 5,481 Value ($000) $499 Avg Close Range
Q4 2022
Shares 5,510 Value ($000) $461 Avg Close Range
Q3 2022
Shares 5,559 Value ($000) $436 Avg Close Range
Q2 2022
Shares 6,099 Value ($000) $483 Avg Close Range
Q1 2022
Shares 6,100 Value ($000) $613 Avg Close Range
Q4 2021
Shares 4,131 Value ($000) $560 Avg Close Range
Q3 2021
Shares 6,373 Value ($000) $714 Avg Close Range
Q2 2021
Shares 6,338 Value ($000) $717 Avg Close Range
Q1 2021
Shares 6,337 Value ($000) $647 Avg Close Range
Q4 2020
Shares 6,495 Value ($000) $667 Avg Close Range
Q3 2020
Shares 3,584 Value ($000) $620 Avg Close Range
Q2 2020
Shares 3,879 Value ($000) $613 Avg Close Range
Q1 2020
Shares 3,965 Value ($000) $482 Avg Close Range
Q4 2019
Shares 3,952 Value ($000) $603 Avg Close Range
Q3 2019
Shares 3,975 Value ($000) $562 Avg Close Range
Q2 2019
Shares 3,975 Value ($000) $567 Avg Close Range
Q1 2019
Shares 4,131 Value ($000) $560 Avg Close Range
Q4 2018
Shares 4,254 Value ($000) $484 Avg Close Range