ISHARES TR

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

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q3 2025
Shares 9,663 Value ($000) $933 Avg Close — Range —
Q2 2025
Shares 9,511 Value ($000) $875 Avg Close — Range —
Q1 2025
Shares 9,412 Value ($000) $801 Avg Close — Range —
Q4 2024
Shares 6,955 Value ($000) $615 Avg Close — Range —
Q3 2024
Shares 7,053 Value ($000) $622 Avg Close — Range —
Q2 2024
Shares 7,099 Value ($000) $576 Avg Close — Range —
Q1 2024
Shares 7,098 Value ($000) $597 Avg Close — Range —
Q4 2023
Shares 7,097 Value ($000) $552 Avg Close — Range —
Q3 2023
Shares 7,094 Value ($000) $491 Avg Close — Range —
Q2 2023
Shares 7,094 Value ($000) $518 Avg Close — Range —
Q1 2023
Shares 7,093 Value ($000) $496 Avg Close — Range —
Q4 2022
Shares 7,091 Value ($000) $478 Avg Close — Range —