ISHARES TR

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

Prosperity Planning, Inc.'s Holding History (CIK: 0001843292)

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

Q4 2025
Shares 3,146 Value ($000) $1,016 Avg Close — Range —
Q3 2025
Shares 3,161 Value ($000) $1,012 Avg Close — Range —
Q2 2025
Shares 3,239 Value ($000) $926 Avg Close — Range —
Q1 2025
Shares 3,247 Value ($000) $830 Avg Close — Range —
Q4 2024
Shares 3,291 Value ($000) $947 Avg Close — Range —
Q3 2024
Shares 3,497 Value ($000) $993 Avg Close — Range —
Q2 2024
Shares 3,710 Value ($000) $974 Avg Close — Range —
Q1 2024
Shares 3,726 Value ($000) $1,009 Avg Close — Range —
Q4 2023
Shares 3,756 Value ($000) $947 Avg Close — Range —
Q3 2023
Shares 4,227 Value ($000) $947 Avg Close — Range —
Q2 2023
Shares 4,250 Value ($000) $1,031 Avg Close — Range —
Q1 2023
Shares 4,318 Value ($000) $979 Avg Close — Range —
Q4 2022
Shares 4,190 Value ($000) $747 Avg Close — Range —
Q3 2022
Shares 4,190 Value ($000) $866 Avg Close — Range —
Q2 2022
Shares 2,576 Value ($000) $835 Avg Close — Range —
Q1 2022
Shares 2,576 Value ($000) $663 Avg Close — Range —
Q4 2021
Shares 2,576 Value ($000) $755 Avg Close — Range —
Q3 2021
Shares 2,579 Value ($000) $757 Avg Close — Range —
Q2 2021
Shares 2,543 Value ($000) $793 Avg Close — Range —
Q1 2021
Shares 2,543 Value ($000) $765 Avg Close — Range —
Q4 2020
Shares 2,657 Value ($000) $762 Avg Close — Range —