ISHARES TR

Ticker: IWF CUSIP: 464287614 Class: RUS 1000 GRW ETF

Total Wealth Planning, LLC's Holding History (CIK: 0001762997)

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

Q4 2025
Shares 1,055 Value ($000) $499 Avg Close Range
Q3 2025
Shares 32,115 Value ($000) $15,043 Avg Close Range
Q2 2025
Shares 27,951 Value ($000) $11,867 Avg Close Range
Q1 2025
Shares 7,052 Value ($000) $2,546 Avg Close Range
Q4 2024
Shares 7,270 Value ($000) $2,920 Avg Close Range
Q3 2024
Shares 7,460 Value ($000) $2,800 Avg Close Range
Q2 2024
Shares 8,017 Value ($000) $3,026 Avg Close Range
Q1 2024
Shares 8,582 Value ($000) $2,893 Avg Close Range
Q4 2023
Shares 9,941 Value ($000) $3,014 Avg Close Range
Q3 2023
Shares 10,409 Value ($000) $2,769 Avg Close Range
Q2 2023
Shares 10,409 Value ($000) $2,864 Avg Close Range
Q1 2023
Shares 10,508 Value ($000) $2,567 Avg Close Range
Q4 2022
Shares 11,147 Value ($000) $2,388 Avg Close Range
Q3 2022
Shares 6,638 Value ($000) $1,397 Avg Close Range
Q2 2022
Shares 3,768 Value ($000) $824 Avg Close Range
Q1 2022
Shares 3,776 Value ($000) $1,048 Avg Close Range
Q4 2021
Shares 4,659 Value ($000) $705 Avg Close Range
Q3 2021
Shares 3,313 Value ($000) $908 Avg Close Range
Q2 2021
Shares 3,399 Value ($000) $923 Avg Close Range
Q1 2021
Shares 3,417 Value ($000) $830 Avg Close Range
Q4 2020
Shares 3,456 Value ($000) $833 Avg Close Range
Q3 2020
Shares 3,886 Value ($000) $843 Avg Close Range
Q2 2020
Shares 4,040 Value ($000) $775 Avg Close Range
Q1 2020
Shares 4,205 Value ($000) $633 Avg Close Range
Q4 2019
Shares 4,243 Value ($000) $746 Avg Close Range
Q3 2019
Shares 4,258 Value ($000) $680 Avg Close Range
Q2 2019
Shares 4,258 Value ($000) $670 Avg Close Range
Q1 2019
Shares 4,659 Value ($000) $705 Avg Close Range
Q4 2018
Shares 4,659 Value ($000) $610 Avg Close Range