ISHARES TR

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

Wealthquest Corp's Holding History (CIK: 0001632968)

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

Q4 2025
Shares 7,893 Value ($000) $760 Avg Close — Range —
Q2 2025
Shares 8,015 Value ($000) $737 Avg Close — Range —
Q1 2025
Shares 8,908 Value ($000) $758 Avg Close — Range —
Q4 2024
Shares 9,662 Value ($000) $854 Avg Close — Range —
Q3 2024
Shares 9,666 Value ($000) $846 Avg Close — Range —
Q2 2024
Shares 10,699 Value ($000) $867 Avg Close — Range —
Q1 2024
Shares 10,654 Value ($000) $896 Avg Close — Range —
Q4 2023
Shares 10,588 Value ($000) $823 Avg Close — Range —
Q3 2023
Shares 10,615 Value ($000) $735 Avg Close — Range —
Q2 2023
Shares 10,485 Value ($000) $766 Avg Close — Range —
Q1 2023
Shares 10,546 Value ($000) $737 Avg Close — Range —
Q4 2022
Shares 10,546 Value ($000) $711 Avg Close — Range —
Q3 2022
Shares 11,261 Value ($000) $699 Avg Close — Range —
Q2 2022
Shares 67,315 Value ($000) $4,352 Avg Close — Range —
Q1 2022
Shares 9,245 Value ($000) $767 Avg Close — Range —
Q4 2021
Shares 9,245 Value ($000) $767 Avg Close — Range —
Q3 2021
Shares 13,011 Value ($000) $1,017 Avg Close — Range —
Q2 2021
Shares 13,981 Value ($000) $1,107 Avg Close — Range —
Q1 2021
Shares 14,152 Value ($000) $1,046 Avg Close — Range —
Q4 2020
Shares 14,152 Value ($000) $970 Avg Close — Range —
Q3 2020
Shares 14,152 Value ($000) $812 Avg Close — Range —
Q2 2020
Shares 14,152 Value ($000) $758 Avg Close — Range —
Q4 2018
Shares 1,130 Value ($000) $249 Avg Close — Range —