ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 9,869 Value ($000) $2,429 Avg Close — Range —
Q3 2025
Shares 9,956 Value ($000) $2,409 Avg Close — Range —
Q2 2025
Shares 20,533 Value ($000) $4,431 Avg Close — Range —
Q1 2025
Shares 23,077 Value ($000) $4,604 Avg Close — Range —
Q4 2024
Shares 12,995 Value ($000) $2,871 Avg Close — Range —
Q3 2024
Shares 21,613 Value ($000) $4,774 Avg Close — Range —
Q4 2023
Shares 1,119 Value ($000) $225 Avg Close — Range —
Q1 2023
Shares 514 Value ($000) $92 Avg Close — Range —
Q4 2022
Shares 1,899 Value ($000) $366 Avg Close — Range —
Q3 2022
Shares 1,355 Value ($000) $243 Avg Close — Range —
Q1 2022
Shares 7,839 Value ($000) $1,450 Avg Close — Range —