ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

United Financial Planning Group LLC's Holding History (CIK: 0002088337)

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

Q4 2025
Shares 213 Value ($000) $52 Avg Close — Range —
Q3 2025
Shares 213 Value ($000) $52 Avg Close — Range —