ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Center for Financial Planning, Inc.'s Holding History (CIK: 0001803557)

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

Q4 2025
Shares 3,238 Value ($000) $797 Avg Close Range
Q3 2025
Shares 3,205 Value ($000) $775 Avg Close Range
Q2 2025
Shares 3,205 Value ($000) $692 Avg Close Range
Q1 2025
Shares 3,205 Value ($000) $639 Avg Close Range
Q4 2024
Shares 3,230 Value ($000) $714 Avg Close Range
Q3 2024
Shares 3,230 Value ($000) $713 Avg Close Range
Q2 2024
Shares 3,230 Value ($000) $655 Avg Close Range
Q1 2024
Shares 3,230 Value ($000) $679 Avg Close Range
Q4 2023
Shares 3,460 Value ($000) $694 Avg Close Range
Q3 2023
Shares 3,460 Value ($000) $612 Avg Close Range
Q2 2023
Shares 3,497 Value ($000) $655 Avg Close Range
Q1 2023
Shares 3,681 Value ($000) $657 Avg Close Range
Q4 2022
Shares 3,681 Value ($000) $642 Avg Close Range
Q3 2022
Shares 3,716 Value ($000) $613 Avg Close Range
Q2 2022
Shares 3,886 Value ($000) $658 Avg Close Range
Q1 2022
Shares 3,956 Value ($000) $812 Avg Close Range
Q4 2021
Shares 3,978 Value ($000) $885 Avg Close Range
Q3 2021
Shares 3,978 Value ($000) $870 Avg Close Range
Q2 2021
Shares 4,087 Value ($000) $937 Avg Close Range
Q1 2021
Shares 4,087 Value ($000) $903 Avg Close Range
Q4 2020
Shares 3,964 Value ($000) $777 Avg Close Range
Q3 2020
Shares 3,780 Value ($000) $566 Avg Close Range
Q2 2020
Shares 3,784 Value ($000) $542 Avg Close Range
Q1 2020
Shares 4,149 Value ($000) $475 Avg Close Range
Q4 2019
Shares 3,780 Value ($000) $626 Avg Close Range