ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Lakeshore Financial Planning, Inc.'s Holding History (CIK: 0002000571)

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

Q4 2025
Shares 8,117 Value ($000) $1,998 Avg Close — Range —
Q3 2025
Shares 8,116 Value ($000) $1,964 Avg Close — Range —
Q2 2025
Shares 8,512 Value ($000) $1,837 Avg Close — Range —
Q1 2025
Shares 8,535 Value ($000) $1,703 Avg Close — Range —
Q4 2024
Shares 9,337 Value ($000) $2,063 Avg Close — Range —
Q3 2024
Shares 9,098 Value ($000) $2,010 Avg Close — Range —
Q2 2024
Shares 9,080 Value ($000) $1,842 Avg Close — Range —
Q1 2024
Shares 9,171 Value ($000) $1,929 Avg Close — Range —
Q4 2023
Shares 8,886 Value ($000) $1,784 Avg Close — Range —
Q3 2023
Shares 9,840 Value ($000) $1,739 Avg Close — Range —