ISHARES TR

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

Ullmann Wealth Partners Group, LLC's Holding History (CIK: 0001697725)

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

Q4 2025
Shares 182,239 Value ($000) $17,451 Avg Close — Range —
Q3 2025
Shares 155,874 Value ($000) $15,050 Avg Close — Range —
Q2 2025
Shares 137,186 Value ($000) $12,617 Avg Close — Range —
Q1 2025
Shares 98,442 Value ($000) $8,374 Avg Close — Range —
Q4 2024
Shares 102,534 Value ($000) $9,064 Avg Close — Range —
Q3 2024
Shares 105,019 Value ($000) $9,256 Avg Close — Range —
Q2 2024
Shares 106,595 Value ($000) $8,643 Avg Close — Range —
Q1 2024
Shares 107,411 Value ($000) $9,032 Avg Close — Range —
Q4 2023
Shares 115,529 Value ($000) $8,980 Avg Close — Range —
Q3 2023
Shares 118,300 Value ($000) $8,192 Avg Close — Range —
Q2 2023
Shares 120,343 Value ($000) $8,789 Avg Close — Range —
Q1 2023
Shares 123,723 Value ($000) $8,651 Avg Close — Range —
Q4 2022
Shares 123,896 Value ($000) $8,357 Avg Close — Range —
Q3 2022
Shares 122,331 Value ($000) $7,603 Avg Close — Range —
Q2 2022
Shares 120,741 Value ($000) $7,807 Avg Close — Range —
Q1 2022
Shares 111,175 Value ($000) $8,676 Avg Close — Range —
Q4 2021
Shares 103,621 Value ($000) $8,602 Avg Close — Range —
Q3 2021
Shares 104,180 Value ($000) $8,149 Avg Close — Range —
Q2 2021
Shares 105,110 Value ($000) $8,329 Avg Close — Range —
Q1 2021
Shares 107,638 Value ($000) $7,958 Avg Close — Range —
Q4 2020
Shares 107,625 Value ($000) $7,378 Avg Close — Range —
Q3 2020
Shares 112,589 Value ($000) $6,460 Avg Close — Range —
Q2 2020
Shares 116,149 Value ($000) $6,226 Avg Close — Range —
Q1 2020
Shares 6,036 Value ($000) $260 Avg Close — Range —
Q4 2019
Shares 6,036 Value ($000) $360 Avg Close — Range —
Q3 2019
Shares 6,304 Value ($000) $353 Avg Close — Range —
Q2 2019
Shares 6,304 Value ($000) $352 Avg Close — Range —
Q1 2019
Shares 6,304 Value ($000) $340 Avg Close — Range —
Q4 2018
Shares 7,348 Value ($000) $342 Avg Close — Range —
Q3 2018
Shares 1,837 Value ($000) $405 Avg Close — Range —
Q2 2018
Shares 1,892 Value ($000) $401 Avg Close — Range —
Q1 2018
Shares 1,906 Value ($000) $384 Avg Close — Range —
Q4 2017
Shares 1,980 Value ($000) $412 Avg Close — Range —
Q3 2017
Shares 3,489 Value ($000) $608 Avg Close — Range —
Q2 2017
Shares 1,980 Value ($000) $380 Avg Close — Range —
Q1 2017
Shares 2,081 Value ($000) $389 Avg Close — Range —
Q4 2016
Shares 2,474 Value ($000) $456 Avg Close — Range —