ISHARES TR

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

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

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

Q3 2025
Shares 4,968 Value ($000) $1,590 Avg Close Range
Q2 2025
Shares 4,694 Value ($000) $1,342 Avg Close Range
Q1 2025
Shares 4,914 Value ($000) $1,256 Avg Close Range
Q4 2024
Shares 5,176 Value ($000) $1,490 Avg Close Range
Q3 2024
Shares 5,349 Value ($000) $1,519 Avg Close Range
Q2 2024
Shares 5,492 Value ($000) $1,592 Avg Close Range
Q1 2024
Shares 5,579 Value ($000) $1,511 Avg Close Range
Q4 2023
Shares 6,073 Value ($000) $1,532 Avg Close Range
Q3 2023
Shares 6,433 Value ($000) $1,442 Avg Close Range
Q2 2023
Shares 6,487 Value ($000) $1,574 Avg Close Range
Q1 2023
Shares 6,747 Value ($000) $1,530 Avg Close Range
Q4 2022
Shares 6,704 Value ($000) $1,438 Avg Close Range
Q3 2022
Shares 3,264 Value ($000) $674 Avg Close Range
Q2 2022
Shares 3,319 Value ($000) $685 Avg Close Range
Q1 2022
Shares 1,721 Value ($000) $440 Avg Close Range
Q4 2021
Shares 1,118 Value ($000) $220 Avg Close Range
Q2 2021
Shares 663 Value ($000) $207 Avg Close Range
Q1 2021
Shares 676 Value ($000) $203 Avg Close Range
Q4 2020
Shares 712 Value ($000) $204 Avg Close Range
Q3 2020
Shares 914 Value ($000) $202 Avg Close Range
Q2 2020
Shares 1,061 Value ($000) $219 Avg Close Range
Q4 2019
Shares 1,086 Value ($000) $233 Avg Close Range
Q3 2019
Shares 1,118 Value ($000) $215 Avg Close Range
Q2 2019
Shares 1,118 Value ($000) $225 Avg Close Range
Q1 2019
Shares 1,118 Value ($000) $220 Avg Close Range