ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

Avantax Planning Partners, Inc.'s Holding History (CIK: 0001005441)

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

Q4 2025
Shares 1,021 Value ($000) $381 Avg Close — Range —
Q3 2025
Shares 1,021 Value ($000) $373 Avg Close — Range —
Q2 2025
Shares 1,021 Value ($000) $347 Avg Close — Range —
Q1 2025
Shares 924 Value ($000) $283 Avg Close — Range —
Q4 2024
Shares 924 Value ($000) $298 Avg Close — Range —
Q3 2024
Shares 924 Value ($000) $290 Avg Close — Range —
Q2 2024
Shares 807 Value ($000) $240 Avg Close — Range —
Q1 2024
Shares 807 Value ($000) $232 Avg Close — Range —
Q3 2018
Shares 26 Value ($000) $4 Avg Close — Range —
Q1 2018
Shares 26 Value ($000) $4 Avg Close — Range —