ISHARES TR

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

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

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

Q4 2025
Shares 25,745 Value ($000) $12,185 Avg Close — Range —
Q3 2025
Shares 29,698 Value ($000) $13,911 Avg Close — Range —
Q2 2025
Shares 29,983 Value ($000) $12,730 Avg Close — Range —
Q1 2025
Shares 36,665 Value ($000) $13,239 Avg Close — Range —
Q4 2024
Shares 4,711 Value ($000) $1,892 Avg Close — Range —
Q3 2024
Shares 2,547 Value ($000) $956 Avg Close — Range —
Q2 2024
Shares 3,084 Value ($000) $1,124 Avg Close — Range —
Q1 2024
Shares 3,053 Value ($000) $1,029 Avg Close — Range —
Q4 2023
Shares 2,747 Value ($000) $833 Avg Close — Range —
Q3 2023
Shares 2,059 Value ($000) $548 Avg Close — Range —
Q2 2023
Shares 2,081 Value ($000) $573 Avg Close — Range —