ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Bernardo Wealth Planning LLC's Holding History (CIK: 0001765595)

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

Q1 2025
Shares 1,325 Value ($000) $0 Avg Close — Range —
Q4 2024
Shares 1,325 Value ($000) $287 Avg Close — Range —
Q4 2020
Shares 1,779 Value ($000) $348 Avg Close — Range —
Q3 2020
Shares 1,774 Value ($000) $265 Avg Close — Range —
Q2 2020
Shares 1,781 Value ($000) $255 Avg Close — Range —
Q1 2020
Shares 1,874 Value ($000) $214 Avg Close — Range —
Q4 2019
Shares 2,721 Value ($000) $450 Avg Close — Range —
Q3 2019
Shares 2,857 Value ($000) $432 Avg Close — Range —
Q2 2019
Shares 2,877 Value ($000) $447 Avg Close — Range —
Q1 2019
Shares 2,937 Value ($000) $450 Avg Close — Range —
Q4 2018
Shares 2,937 Value ($000) $393 Avg Close — Range —