ISHARES TR

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

Prosperity Planning, Inc.'s Holding History (CIK: 0001843292)

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

Q4 2025
Shares 2,187 Value ($000) $1,035 Avg Close — Range —
Q3 2025
Shares 2,270 Value ($000) $1,063 Avg Close — Range —
Q2 2025
Shares 2,301 Value ($000) $977 Avg Close — Range —
Q1 2025
Shares 2,301 Value ($000) $831 Avg Close — Range —
Q4 2024
Shares 2,301 Value ($000) $924 Avg Close — Range —
Q3 2024
Shares 2,301 Value ($000) $864 Avg Close — Range —
Q2 2024
Shares 2,301 Value ($000) $839 Avg Close — Range —
Q1 2024
Shares 2,301 Value ($000) $775 Avg Close — Range —
Q4 2023
Shares 2,301 Value ($000) $698 Avg Close — Range —
Q3 2023
Shares 2,345 Value ($000) $624 Avg Close — Range —
Q2 2023
Shares 2,345 Value ($000) $645 Avg Close — Range —
Q1 2023
Shares 2,357 Value ($000) $576 Avg Close — Range —
Q4 2022
Shares 2,357 Value ($000) $505 Avg Close — Range —
Q3 2022
Shares 2,357 Value ($000) $496 Avg Close — Range —
Q2 2022
Shares 2,707 Value ($000) $554 Avg Close — Range —
Q1 2022
Shares 2,707 Value ($000) $752 Avg Close — Range —
Q4 2021
Shares 2,707 Value ($000) $827 Avg Close — Range —
Q3 2021
Shares 2,874 Value ($000) $788 Avg Close — Range —
Q2 2021
Shares 2,858 Value ($000) $776 Avg Close — Range —
Q1 2021
Shares 2,102 Value ($000) $511 Avg Close — Range —
Q4 2020
Shares 2,378 Value ($000) $574 Avg Close — Range —