ISHARES TR

Ticker: IWN CUSIP: 464287630 Class: RUS 2000 VAL ETF

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

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

Q4 2025
Shares 2,968 Value ($000) $538 Avg Close Range
Q3 2025
Shares 2,968 Value ($000) $525 Avg Close Range
Q2 2025
Shares 3,175 Value ($000) $501 Avg Close Range
Q1 2025
Shares 2,494 Value ($000) $377 Avg Close Range
Q4 2024
Shares 2,293 Value ($000) $376 Avg Close Range
Q3 2024
Shares 2,323 Value ($000) $388 Avg Close Range
Q2 2024
Shares 9,169 Value ($000) $1,396 Avg Close Range
Q1 2024
Shares 8,277 Value ($000) $1,314 Avg Close Range
Q4 2023
Shares 8,053 Value ($000) $1,251 Avg Close Range
Q3 2023
Shares 7,443 Value ($000) $1,009 Avg Close Range
Q2 2023
Shares 7,242 Value ($000) $1,020 Avg Close Range
Q1 2023
Shares 6,235 Value ($000) $854 Avg Close Range
Q4 2022
Shares 7,609 Value ($000) $1,158 Avg Close Range
Q1 2022
Shares 6,246 Value ($000) $929 Avg Close Range
Q4 2021
Shares 6,739 Value ($000) $1,054 Avg Close Range
Q3 2021
Shares 5,260 Value ($000) $872 Avg Close Range
Q2 2021
Shares 4,801 Value ($000) $782 Avg Close Range
Q1 2021
Shares 4,682 Value ($000) $767 Avg Close Range
Q4 2020
Shares 5,199 Value ($000) $760 Avg Close Range
Q3 2020
Shares 5,090 Value ($000) $584 Avg Close Range
Q2 2020
Shares 5,240 Value ($000) $562 Avg Close Range
Q1 2020
Shares 4,359 Value ($000) $361 Avg Close Range
Q4 2017
Shares 1,594 Value ($000) $200 Avg Close Range
Q3 2017
Shares 1,643 Value ($000) $204 Avg Close Range
Q2 2017
Shares 1,755 Value ($000) $209 Avg Close Range
Q3 2016
Shares 154 Value ($000) $15,974 Avg Close Range