ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

Pinnacle Wealth Planning Services, Inc.'s Holding History (CIK: 0001726752)

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

Q4 2025
Shares 35,047 Value ($000) $7,372 Avg Close — Range —
Q3 2025
Shares 29,043 Value ($000) $5,913 Avg Close — Range —
Q2 2025
Shares 26,254 Value ($000) $5,099 Avg Close — Range —
Q1 2025
Shares 26,166 Value ($000) $4,923 Avg Close — Range —
Q4 2024
Shares 26,098 Value ($000) $4,832 Avg Close — Range —
Q3 2024
Shares 24,264 Value ($000) $4,605 Avg Close — Range —
Q2 2024
Shares 24,425 Value ($000) $4,261 Avg Close — Range —
Q1 2024
Shares 24,426 Value ($000) $4,375 Avg Close — Range —
Q4 2023
Shares 24,496 Value ($000) $4,048 Avg Close — Range —
Q3 2023
Shares 23,990 Value ($000) $3,642 Avg Close — Range —
Q2 2023
Shares 23,778 Value ($000) $3,753 Avg Close — Range —
Q1 2023
Shares 24,262 Value ($000) $3,694 Avg Close — Range —
Q4 2022
Shares 34,376 Value ($000) $5,213 Avg Close — Range —
Q3 2022
Shares 77,550 Value ($000) $10,547 Avg Close — Range —
Q2 2022
Shares 77,550 Value ($000) $11,242 Avg Close — Range —
Q1 2022
Shares 47,550 Value ($000) $7,892 Avg Close — Range —
Q4 2021
Shares 32,671 Value ($000) $5,487 Avg Close — Range —
Q3 2021
Shares 33,657 Value ($000) $5,268 Avg Close — Range —
Q2 2021
Shares 31,536 Value ($000) $5,002 Avg Close — Range —
Q1 2021
Shares 31,269 Value ($000) $4,739 Avg Close — Range —
Q4 2020
Shares 31,924 Value ($000) $4,365 Avg Close — Range —
Q3 2020
Shares 32,930 Value ($000) $3,890 Avg Close — Range —
Q2 2020
Shares 34,192 Value ($000) $3,850 Avg Close — Range —
Q1 2020
Shares 32,964 Value ($000) $3,269 Avg Close — Range —
Q4 2019
Shares 18,139 Value ($000) $2,475 Avg Close — Range —
Q3 2019
Shares 18,670 Value ($000) $2,394 Avg Close — Range —
Q2 2019
Shares 18,916 Value ($000) $2,407 Avg Close — Range —
Q1 2019
Shares 19,257 Value ($000) $2,378 Avg Close — Range —
Q4 2018
Shares 18,771 Value ($000) $2,084 Avg Close — Range —
Q3 2018
Shares 9,363 Value ($000) $1,186 Avg Close — Range —
Q2 2018
Shares 9,833 Value ($000) $1,194 Avg Close — Range —
Q1 2018
Shares 9,952 Value ($000) $1,194 Avg Close — Range —
Q4 2017
Shares 16,546 Value ($000) $2,057 Avg Close — Range —