ISHARES TR

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

Falcon Wealth Planning's Holding History (CIK: 0001839850)

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

Q4 2025
Shares 128,529 Value ($000) $17,601 Avg Close — Range —
Q3 2025
Shares 123,899 Value ($000) $17,645 Avg Close — Range —
Q2 2025
Shares 119,818 Value ($000) $16,616 Avg Close — Range —
Q1 2025
Shares 130,449 Value ($000) $15,326 Avg Close — Range —
Q4 2024
Shares 158,215 Value ($000) $20,054 Avg Close — Range —
Q3 2024
Shares 156,844 Value ($000) $18,396 Avg Close — Range —
Q2 2024
Shares 180,381 Value ($000) $19,905 Avg Close — Range —
Q1 2024
Shares 187,837 Value ($000) $21,440 Avg Close — Range —
Q4 2023
Shares 213,809 Value ($000) $22,334 Avg Close — Range —
Q3 2023
Shares 195,941 Value ($000) $17,899 Avg Close — Range —
Q2 2023
Shares 185,353 Value ($000) $17,911 Avg Close — Range —
Q1 2023
Shares 175,341 Value ($000) $15,965 Avg Close — Range —
Q4 2022
Shares 160,983 Value ($000) $13,458 Avg Close — Range —
Q3 2022
Shares 145,759 Value ($000) $11,432 Avg Close — Range —
Q2 2022
Shares 129,135 Value ($000) $10,230 Avg Close — Range —
Q1 2022
Shares 111,416 Value ($000) $11,197 Avg Close — Range —
Q4 2021
Shares 93,992 Value ($000) $10,830 Avg Close — Range —
Q3 2021
Shares 87,496 Value ($000) $9,806 Avg Close — Range —
Q2 2021
Shares 77,996 Value ($000) $8,829 Avg Close — Range —
Q1 2021
Shares 70,639 Value ($000) $7,209 Avg Close — Range —
Q4 2020
Shares 63,936 Value ($000) $6,563 Avg Close — Range —