ISHARES TR

Ticker: IWO CUSIP: 464287648 Class: RUS 2000 GRW ETF

SHAKESPEARE WEALTH MANAGEMENT, INC.'s Holding History (CIK: 0001658509)

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

Q4 2025
Shares 5,464 Value ($000) $1,765 Avg Close — Range —
Q3 2025
Shares 5,510 Value ($000) $1,763 Avg Close — Range —
Q2 2025
Shares 5,735 Value ($000) $1,639 Avg Close — Range —
Q1 2025
Shares 5,192 Value ($000) $1,327 Avg Close — Range —
Q4 2024
Shares 5,406 Value ($000) $1,556 Avg Close — Range —
Q3 2024
Shares 5,794 Value ($000) $1,646 Avg Close — Range —
Q2 2024
Shares 5,845 Value ($000) $1,535 Avg Close — Range —
Q1 2024
Shares 5,625 Value ($000) $1,523 Avg Close — Range —
Q4 2023
Shares 5,787 Value ($000) $1,460 Avg Close — Range —
Q3 2023
Shares 6,068 Value ($000) $1,360 Avg Close — Range —
Q2 2023
Shares 6,147 Value ($000) $1,492 Avg Close — Range —
Q1 2023
Shares 6,334 Value ($000) $1,437 Avg Close — Range —
Q4 2022
Shares 6,703 Value ($000) $1,438 Avg Close — Range —
Q3 2022
Shares 7,769 Value ($000) $1,605 Avg Close — Range —
Q2 2022
Shares 8,286 Value ($000) $1,726 Avg Close — Range —
Q1 2022
Shares 7,187 Value ($000) $1,877 Avg Close — Range —
Q4 2021
Shares 6,477 Value ($000) $1,898 Avg Close — Range —
Q3 2021
Shares 5,919 Value ($000) $1,762 Avg Close — Range —
Q2 2021
Shares 5,997 Value ($000) $1,817 Avg Close — Range —
Q1 2021
Shares 6,297 Value ($000) $1,894 Avg Close — Range —
Q4 2020
Shares 6,658 Value ($000) $1,909 Avg Close — Range —
Q3 2020
Shares 7,082 Value ($000) $1,569 Avg Close — Range —
Q2 2020
Shares 7,308 Value ($000) $1,512 Avg Close — Range —