ISHARES TR

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

Holistic Financial Partners's Holding History (CIK: 0001729304)

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

Q4 2025
Shares 4,712 Value ($000) $454 Avg Close Range
Q3 2025
Shares 4,712 Value ($000) $455 Avg Close Range
Q2 2025
Shares 4,712 Value ($000) $433 Avg Close Range
Q1 2025
Shares 4,712 Value ($000) $401 Avg Close Range
Q4 2024
Shares 4,712 Value ($000) $417 Avg Close Range
Q3 2024
Shares 4,600 Value ($000) $405 Avg Close Range
Q2 2024
Shares 4,600 Value ($000) $373 Avg Close Range
Q1 2024
Shares 4,600 Value ($000) $387 Avg Close Range
Q4 2023
Shares 4,600 Value ($000) $358 Avg Close Range
Q3 2023
Shares 4,600 Value ($000) $319 Avg Close Range
Q2 2023
Shares 4,600 Value ($000) $336 Avg Close Range
Q1 2023
Shares 4,600 Value ($000) $322 Avg Close Range
Q4 2022
Shares 4,600 Value ($000) $310 Avg Close Range
Q3 2022
Shares 4,600 Value ($000) $286 Avg Close Range
Q2 2022
Shares 4,600 Value ($000) $297 Avg Close Range
Q1 2022
Shares 4,600 Value ($000) $359 Avg Close Range
Q4 2021
Shares 4,600 Value ($000) $382 Avg Close Range
Q3 2021
Shares 4,600 Value ($000) $360 Avg Close Range
Q2 2021
Shares 4,600 Value ($000) $365 Avg Close Range
Q1 2021
Shares 4,600 Value ($000) $340 Avg Close Range
Q4 2020
Shares 4,600 Value ($000) $315 Avg Close Range
Q3 2020
Shares 4,600 Value ($000) $264 Avg Close Range
Q2 2020
Shares 4,600 Value ($000) $247 Avg Close Range
Q4 2019
Shares 4,600 Value ($000) $274 Avg Close Range
Q3 2019
Shares 4,600 Value ($000) $257 Avg Close Range
Q1 2019
Shares 4,600 Value ($000) $248 Avg Close Range
Q4 2018
Shares 4,600 Value ($000) $214 Avg Close Range
Q3 2018
Shares 1,150 Value ($000) $254 Avg Close Range
Q1 2018
Shares 1,150 Value ($000) $237 Avg Close Range
Q4 2017
Shares 1,150 Value ($000) $239 Avg Close Range