ISHARES TR

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

Falcon Wealth Planning's Holding History (CIK: 0001839850)

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

Q4 2025
Shares 1,150 Value ($000) $371 Avg Close — Range —
Q3 2025
Shares 1,175 Value ($000) $376 Avg Close — Range —
Q2 2025
Shares 1,175 Value ($000) $336 Avg Close — Range —
Q1 2025
Shares 1,250 Value ($000) $319 Avg Close — Range —
Q4 2024
Shares 1,045 Value ($000) $301 Avg Close — Range —
Q3 2024
Shares 933 Value ($000) $265 Avg Close — Range —
Q2 2024
Shares 1,013 Value ($000) $266 Avg Close — Range —
Q1 2024
Shares 1,013 Value ($000) $274 Avg Close — Range —
Q4 2023
Shares 1,079 Value ($000) $272 Avg Close — Range —
Q3 2023
Shares 1,048 Value ($000) $235 Avg Close — Range —
Q2 2023
Shares 1,029 Value ($000) $250 Avg Close — Range —
Q1 2023
Shares 1,029 Value ($000) $233 Avg Close — Range —
Q4 2022
Shares 1,020 Value ($000) $219 Avg Close — Range —
Q3 2022
Shares 1,845 Value ($000) $381 Avg Close — Range —