ISHARES TR

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

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 9,568 Value ($000) $1,734 Avg Close — Range —
Q3 2025
Shares 9,197 Value ($000) $1,626 Avg Close — Range —
Q2 2025
Shares 8,724 Value ($000) $1,376 Avg Close — Range —
Q1 2025
Shares 8,424 Value ($000) $1,272 Avg Close — Range —
Q4 2024
Shares 8,115 Value ($000) $1,332 Avg Close — Range —
Q3 2024
Shares 6,873 Value ($000) $1,147 Avg Close — Range —
Q4 2022
Shares 7,609 Value ($000) $1,161 Avg Close — Range —
Q3 2022
Shares 7,089 Value ($000) $1,017 Avg Close — Range —
Q1 2022
Shares 6,246 Value ($000) $929 Avg Close — Range —