ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

Holistic Financial Partners's Holding History (CIK: 0001729304)

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

Q4 2025
Shares 760 Value ($000) $284 Avg Close — Range —
Q3 2025
Shares 760 Value ($000) $278 Avg Close — Range —
Q2 2025
Shares 760 Value ($000) $258 Avg Close — Range —
Q1 2025
Shares 760 Value ($000) $233 Avg Close — Range —
Q4 2024
Shares 760 Value ($000) $245 Avg Close — Range —
Q3 2024
Shares 760 Value ($000) $239 Avg Close — Range —
Q2 2024
Shares 760 Value ($000) $226 Avg Close — Range —
Q1 2024
Shares 760 Value ($000) $219 Avg Close — Range —
Q1 2022
Shares 859 Value ($000) $215 Avg Close — Range —
Q4 2021
Shares 859 Value ($000) $227 Avg Close — Range —
Q3 2021
Shares 859 Value ($000) $208 Avg Close — Range —
Q2 2021
Shares 867 Value ($000) $210 Avg Close — Range —
Q4 2018
Shares 1,587 Value ($000) $220 Avg Close — Range —
Q3 2018
Shares 1,587 Value ($000) $257 Avg Close — Range —
Q1 2018
Shares 1,587 Value ($000) $233 Avg Close — Range —
Q4 2017
Shares 1,587 Value ($000) $236 Avg Close — Range —