ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

PDS Planning, Inc's Holding History (CIK: 0000838618)

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

Q4 2025
Shares 1,088 Value ($000) $268 Avg Close — Range —
Q3 2025
Shares 1,088 Value ($000) $263 Avg Close — Range —
Q2 2025
Shares 1,088 Value ($000) $235 Avg Close — Range —
Q1 2025
Shares 1,088 Value ($000) $217 Avg Close — Range —
Q4 2024
Shares 1,117 Value ($000) $247 Avg Close — Range —
Q3 2024
Shares 1,088 Value ($000) $240 Avg Close — Range —
Q2 2024
Shares 1,088 Value ($000) $221 Avg Close — Range —
Q1 2024
Shares 521 Value ($000) $110 Avg Close — Range —
Q1 2022
Shares 557 Value ($000) $114 Avg Close — Range —
Q4 2021
Shares 557 Value ($000) $124 Avg Close — Range —
Q3 2021
Shares 717 Value ($000) $157 Avg Close — Range —
Q2 2021
Shares 717 Value ($000) $164 Avg Close — Range —
Q1 2021
Shares 716 Value ($000) $158 Avg Close — Range —
Q4 2020
Shares 770 Value ($000) $151 Avg Close — Range —
Q4 2017
Shares 1,409 Value ($000) $215 Avg Close — Range —