ISHARES TR

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

Plan Group Financial, LLC's Holding History (CIK: 0001940033)

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

Q4 2025
Shares 91,227 Value ($000) $8,782 Avg Close — Range —
Q3 2025
Shares 98,111 Value ($000) $9,473 Avg Close — Range —
Q2 2025
Shares 107,824 Value ($000) $9,917 Avg Close — Range —
Q1 2025
Shares 126,666 Value ($000) $10,775 Avg Close — Range —
Q4 2024
Shares 92,583 Value ($000) $8,184 Avg Close — Range —
Q3 2024
Shares 92,879 Value ($000) $8,186 Avg Close — Range —
Q2 2024
Shares 87,305 Value ($000) $7,079 Avg Close — Range —
Q1 2024
Shares 82,140 Value ($000) $6,907 Avg Close — Range —
Q4 2023
Shares 70,837 Value ($000) $5,506 Avg Close — Range —
Q3 2023
Shares 51,337 Value ($000) $3,555 Avg Close — Range —
Q2 2023
Shares 27,098 Value ($000) $1,979 Avg Close — Range —