ISHARES TR

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

Center for Financial Planning, Inc.'s Holding History (CIK: 0001803557)

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

Q4 2025
Shares 4,699 Value ($000) $852 Avg Close Range
Q3 2025
Shares 4,760 Value ($000) $842 Avg Close Range
Q2 2025
Shares 4,760 Value ($000) $751 Avg Close Range
Q1 2025
Shares 4,771 Value ($000) $720 Avg Close Range
Q4 2024
Shares 4,760 Value ($000) $781 Avg Close Range
Q3 2024
Shares 4,760 Value ($000) $794 Avg Close Range
Q2 2024
Shares 4,880 Value ($000) $743 Avg Close Range
Q1 2024
Shares 4,880 Value ($000) $775 Avg Close Range
Q4 2023
Shares 4,880 Value ($000) $758 Avg Close Range
Q3 2023
Shares 4,910 Value ($000) $666 Avg Close Range
Q2 2023
Shares 5,260 Value ($000) $741 Avg Close Range
Q1 2023
Shares 5,230 Value ($000) $717 Avg Close Range
Q4 2022
Shares 5,603 Value ($000) $777 Avg Close Range
Q3 2022
Shares 5,596 Value ($000) $721 Avg Close Range
Q2 2022
Shares 5,596 Value ($000) $762 Avg Close Range
Q1 2022
Shares 10,196 Value ($000) $1,646 Avg Close Range
Q4 2021
Shares 5,596 Value ($000) $929 Avg Close Range
Q3 2021
Shares 5,644 Value ($000) $904 Avg Close Range
Q2 2021
Shares 5,863 Value ($000) $972 Avg Close Range
Q1 2021
Shares 5,906 Value ($000) $942 Avg Close Range
Q4 2020
Shares 5,906 Value ($000) $778 Avg Close Range
Q3 2020
Shares 6,328 Value ($000) $629 Avg Close Range
Q2 2020
Shares 7,366 Value ($000) $718 Avg Close Range
Q1 2020
Shares 2,560 Value ($000) $210 Avg Close Range