ISHARES TR

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

Total Wealth Planning, LLC's Holding History (CIK: 0001762997)

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

Q3 2025
Shares 9,725 Value ($000) $1,719 Avg Close Range
Q2 2025
Shares 9,754 Value ($000) $1,539 Avg Close Range
Q1 2025
Shares 2,268 Value ($000) $342 Avg Close Range
Q4 2024
Shares 2,268 Value ($000) $372 Avg Close Range
Q3 2024
Shares 2,268 Value ($000) $378 Avg Close Range
Q2 2024
Shares 2,365 Value ($000) $399 Avg Close Range
Q1 2024
Shares 2,549 Value ($000) $405 Avg Close Range
Q4 2023
Shares 2,549 Value ($000) $396 Avg Close Range
Q3 2023
Shares 2,649 Value ($000) $359 Avg Close Range
Q2 2023
Shares 2,858 Value ($000) $402 Avg Close Range
Q1 2023
Shares 2,866 Value ($000) $393 Avg Close Range
Q4 2022
Shares 2,866 Value ($000) $397 Avg Close Range
Q3 2022
Shares 2,889 Value ($000) $372 Avg Close Range
Q2 2022
Shares 2,909 Value ($000) $396 Avg Close Range
Q1 2022
Shares 2,856 Value ($000) $461 Avg Close Range
Q4 2021
Shares 2,862 Value ($000) $343 Avg Close Range
Q3 2021
Shares 3,036 Value ($000) $486 Avg Close Range
Q2 2021
Shares 2,870 Value ($000) $476 Avg Close Range
Q1 2021
Shares 3,095 Value ($000) $494 Avg Close Range
Q4 2020
Shares 3,970 Value ($000) $523 Avg Close Range
Q3 2020
Shares 5,221 Value ($000) $519 Avg Close Range
Q2 2020
Shares 5,218 Value ($000) $509 Avg Close Range
Q1 2020
Shares 4,132 Value ($000) $339 Avg Close Range
Q4 2019
Shares 2,792 Value ($000) $359 Avg Close Range
Q3 2019
Shares 2,791 Value ($000) $333 Avg Close Range
Q2 2019
Shares 2,791 Value ($000) $336 Avg Close Range
Q1 2019
Shares 2,862 Value ($000) $343 Avg Close Range
Q4 2018
Shares 2,862 Value ($000) $308 Avg Close Range