ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

WealthPLAN Partners, LLC's Holding History (CIK: 0001639943)

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

Q4 2025
Shares 1,542 Value ($000) $576 Avg Close — Range —
Q3 2025
Shares 1,542 Value ($000) $564 Avg Close — Range —
Q2 2025
Shares 1,542 Value ($000) $524 Avg Close — Range —
Q1 2025
Shares 1,618 Value ($000) $496 Avg Close — Range —
Q4 2024
Shares 1,618 Value ($000) $521 Avg Close — Range —
Q3 2024
Shares 1,653 Value ($000) $520 Avg Close — Range —
Q2 2024
Shares 1,703 Value ($000) $507 Avg Close — Range —
Q1 2024
Shares 1,668 Value ($000) $480 Avg Close — Range —
Q4 2023
Shares 1,668 Value ($000) $437 Avg Close — Range —
Q3 2023
Shares 1,668 Value ($000) $392 Avg Close — Range —
Q2 2023
Shares 1,668 Value ($000) $407 Avg Close — Range —
Q1 2023
Shares 1,910 Value ($000) $430 Avg Close — Range —
Q4 2022
Shares 1,542 Value ($000) $351 Avg Close — Range —
Q1 2022
Shares 1,542 Value ($000) $351 Avg Close — Range —
Q4 2021
Shares 1,542 Value ($000) $385 Avg Close — Range —
Q3 2021
Shares 1,542 Value ($000) $403 Avg Close — Range —
Q3 2016
Shares 877 Value ($000) $104,792 Avg Close — Range —
Q2 2016
Shares 1,518 Value ($000) $38,830 Avg Close — Range —
Q4 2015
Shares 228 Value ($000) $25,835 Avg Close — Range —