ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Compass Planning Associates Inc's Holding History (CIK: 0002046823)

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

Q4 2025
Shares 928 Value ($000) $228 Avg Close — Range —
Q3 2025
Shares 925 Value ($000) $224 Avg Close — Range —
Q2 2025
Shares 922 Value ($000) $199 Avg Close — Range —
Q1 2025
Shares 919 Value ($000) $183 Avg Close — Range —
Q4 2024
Shares 917 Value ($000) $203 Avg Close — Range —