ISHARES TR

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

Bernardo Wealth Planning LLC's Holding History (CIK: 0001765595)

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

Q4 2025
Shares 3,519 Value ($000) $339 Avg Close Range
Q3 2025
Shares 3,805 Value ($000) $367 Avg Close Range
Q2 2025
Shares 3,837 Value ($000) $0 Avg Close Range
Q1 2025
Shares 3,837 Value ($000) $0 Avg Close Range
Q4 2024
Shares 3,911 Value ($000) $343 Avg Close Range
Q3 2024
Shares 3,911 Value ($000) $0 Avg Close Range
Q2 2024
Shares 4,132 Value ($000) $335 Avg Close Range
Q1 2024
Shares 4,132 Value ($000) $347 Avg Close Range
Q4 2023
Shares 4,364 Value ($000) $339 Avg Close Range
Q3 2023
Shares 4,638 Value ($000) $321 Avg Close Range
Q2 2023
Shares 4,975 Value ($000) $363 Avg Close Range
Q1 2023
Shares 5,384 Value ($000) $376 Avg Close Range
Q4 2022
Shares 5,339 Value ($000) $360 Avg Close Range
Q3 2022
Shares 5,336 Value ($000) $342 Avg Close Range
Q2 2022
Shares 5,333 Value ($000) $344 Avg Close Range
Q1 2022
Shares 5,388 Value ($000) $420 Avg Close Range
Q4 2021
Shares 5,441 Value ($000) $451 Avg Close Range
Q3 2021
Shares 5,436 Value ($000) $425 Avg Close Range
Q2 2021
Shares 6,011 Value ($000) $476 Avg Close Range
Q1 2021
Shares 5,310 Value ($000) $392 Avg Close Range
Q4 2020
Shares 5,886 Value ($000) $403 Avg Close Range
Q3 2020
Shares 6,106 Value ($000) $350 Avg Close Range
Q2 2020
Shares 6,549 Value ($000) $351 Avg Close Range
Q1 2020
Shares 9,234 Value ($000) $398 Avg Close Range
Q4 2019
Shares 10,846 Value ($000) $646 Avg Close Range
Q3 2019
Shares 11,238 Value ($000) $628 Avg Close Range
Q2 2019
Shares 37,071 Value ($000) $2,071 Avg Close Range
Q1 2019
Shares 36,840 Value ($000) $1,988 Avg Close Range
Q4 2018
Shares 38,026 Value ($000) $1,767 Avg Close Range