ISHARES TR

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

Stonebridge Financial Planning Group, LLC's Holding History (CIK: 0001802494)

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

Q4 2025
Shares 5,321 Value ($000) $1,119 Avg Close — Range —
Q3 2025
Shares 5,317 Value ($000) $1,082 Avg Close — Range —
Q2 2025
Shares 5,312 Value ($000) $1,032 Avg Close — Range —
Q1 2025
Shares 5,308 Value ($000) $999 Avg Close — Range —
Q4 2024
Shares 5,304 Value ($000) $982 Avg Close — Range —
Q4 2021
Shares 391 Value ($000) $63 Avg Close — Range —
Q3 2021
Shares 391 Value ($000) $65 Avg Close — Range —
Q2 2021
Shares 391 Value ($000) $63 Avg Close — Range —
Q1 2021
Shares 391 Value ($000) $61 Avg Close — Range —
Q4 2020
Shares 391 Value ($000) $53 Avg Close — Range —
Q3 2020
Shares 391 Value ($000) $48 Avg Close — Range —
Q2 2020
Shares 391 Value ($000) $44 Avg Close — Range —
Q1 2020
Shares 391 Value ($000) $41 Avg Close — Range —
Q4 2019
Shares 591 Value ($000) $81 Avg Close — Range —