ISHARES TR

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

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

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

Q4 2025
Shares 4,651 Value ($000) $637 Avg Close — Range —
Q3 2025
Shares 4,654 Value ($000) $663 Avg Close — Range —
Q2 2025
Shares 7,696 Value ($000) $1,067 Avg Close — Range —
Q1 2025
Shares 7,601 Value ($000) $893 Avg Close — Range —
Q4 2024
Shares 7,785 Value ($000) $987 Avg Close — Range —
Q3 2024
Shares 22,871 Value ($000) $2,683 Avg Close — Range —
Q4 2022
Shares 6,601 Value ($000) $612 Avg Close — Range —
Q3 2022
Shares 7,130 Value ($000) $612 Avg Close — Range —
Q1 2022
Shares 2,912 Value ($000) $260 Avg Close — Range —