ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Consolidated Planning Corp's Holding History (CIK: 0001805250)

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

Q4 2025
Shares 1,164 Value ($000) $287 Avg Close — Range —
Q3 2025
Shares 1,164 Value ($000) $282 Avg Close — Range —
Q2 2025
Shares 1,164 Value ($000) $251 Avg Close — Range —
Q1 2025
Shares 1,164 Value ($000) $232 Avg Close — Range —
Q4 2024
Shares 1,174 Value ($000) $259 Avg Close — Range —
Q3 2024
Shares 1,057 Value ($000) $233 Avg Close — Range —
Q2 2024
Shares 1,057 Value ($000) $214 Avg Close — Range —
Q1 2024
Shares 1,057 Value ($000) $222 Avg Close — Range —
Q4 2023
Shares 1,072 Value ($000) $215 Avg Close — Range —
Q1 2020
Shares 5,460 Value ($000) $625 Avg Close — Range —