ISHARES TR

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

Lakeshore Financial Planning, Inc.'s Holding History (CIK: 0002000571)

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

Q4 2025
Shares 777 Value ($000) $368 Avg Close — Range —
Q3 2025
Shares 879 Value ($000) $412 Avg Close — Range —
Q2 2025
Shares 894 Value ($000) $380 Avg Close — Range —
Q1 2025
Shares 792 Value ($000) $286 Avg Close — Range —
Q4 2024
Shares 851 Value ($000) $342 Avg Close — Range —
Q3 2024
Shares 882 Value ($000) $331 Avg Close — Range —
Q2 2024
Shares 810 Value ($000) $295 Avg Close — Range —
Q1 2024
Shares 810 Value ($000) $273 Avg Close — Range —
Q4 2023
Shares 810 Value ($000) $246 Avg Close — Range —
Q3 2023
Shares 824 Value ($000) $219 Avg Close — Range —