ISHARES TR

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

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

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

Q4 2025
Shares 4,243 Value ($000) $1,371 Avg Close — Range —
Q3 2025
Shares 2,603 Value ($000) $833 Avg Close — Range —
Q2 2025
Shares 2,607 Value ($000) $745 Avg Close — Range —
Q1 2025
Shares 4,488 Value ($000) $1,147 Avg Close — Range —
Q4 2024
Shares 805 Value ($000) $232 Avg Close — Range —