ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

Truepoint, Inc.'s Holding History (CIK: 0001427748)

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

Q4 2025
Shares 4,313 Value ($000) $415 Avg Close — Range —
Q3 2025
Shares 4,313 Value ($000) $416 Avg Close — Range —
Q2 2025
Shares 4,313 Value ($000) $397 Avg Close — Range —
Q1 2025
Shares 4,313 Value ($000) $367 Avg Close — Range —
Q4 2024
Shares 4,437 Value ($000) $392 Avg Close — Range —
Q3 2024
Shares 4,219 Value ($000) $372 Avg Close — Range —
Q2 2024
Shares 4,219 Value ($000) $342 Avg Close — Range —
Q1 2024
Shares 4,219 Value ($000) $355 Avg Close — Range —
Q4 2023
Shares 4,219 Value ($000) $328 Avg Close — Range —
Q3 2023
Shares 3,953 Value ($000) $274 Avg Close — Range —
Q2 2023
Shares 3,953 Value ($000) $289 Avg Close — Range —
Q1 2023
Shares 3,953 Value ($000) $276 Avg Close — Range —
Q4 2022
Shares 3,953 Value ($000) $267 Avg Close — Range —
Q3 2022
Shares 5,103 Value ($000) $317 Avg Close — Range —
Q2 2022
Shares 5,103 Value ($000) $330 Avg Close — Range —
Q1 2022
Shares 5,103 Value ($000) $398 Avg Close — Range —
Q4 2021
Shares 5,103 Value ($000) $424 Avg Close — Range —
Q3 2021
Shares 5,103 Value ($000) $399 Avg Close — Range —
Q2 2021
Shares 5,103 Value ($000) $404 Avg Close — Range —
Q1 2021
Shares 5,103 Value ($000) $377 Avg Close — Range —
Q4 2020
Shares 5,119 Value ($000) $351 Avg Close — Range —
Q4 2019
Shares 7,692 Value ($000) $459 Avg Close — Range —
Q3 2019
Shares 7,692 Value ($000) $430 Avg Close — Range —
Q2 2019
Shares 8,193 Value ($000) $458 Avg Close — Range —
Q1 2019
Shares 7,724 Value ($000) $417 Avg Close — Range —
Q4 2018
Shares 7,772 Value ($000) $361 Avg Close — Range —
Q3 2018
Shares 1,143 Value ($000) $252 Avg Close — Range —
Q2 2018
Shares 1,443 Value ($000) $306 Avg Close — Range —
Q1 2018
Shares 319 Value ($000) $1,543 Avg Close — Range —
Q2 2017
Shares 1,588 Value ($000) $307 Avg Close — Range —
Q1 2017
Shares 1,538 Value ($000) $288 Avg Close — Range —
Q4 2016
Shares 1,538 Value ($000) $284 Avg Close — Range —
Q3 2016
Shares 1,774 Value ($000) $309 Avg Close — Range —
Q2 2016
Shares 3,238 Value ($000) $545 Avg Close — Range —
Q1 2016
Shares 3,238 Value ($000) $528 Avg Close — Range —
Q4 2015
Shares 2,758 Value ($000) $442 Avg Close — Range —