ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

PLANNING DIRECTIONS INC's Holding History (CIK: 0000821103)

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

Q4 2025
Shares 14,994 Value ($000) $2,518 Avg Close Range
Q3 2025
Shares 16,912 Value ($000) $2,783 Avg Close Range
Q2 2025
Shares 17,260 Value ($000) $2,596 Avg Close Range
Q1 2025
Shares 18,176 Value ($000) $2,310 Avg Close Range
Q4 2024
Shares 21,787 Value ($000) $3,036 Avg Close Range
Q3 2024
Shares 22,303 Value ($000) $2,942 Avg Close Range
Q2 2024
Shares 21,817 Value ($000) $2,781 Avg Close Range
Q1 2024
Shares 23,292 Value ($000) $2,730 Avg Close Range
Q4 2023
Shares 23,780 Value ($000) $2,476 Avg Close Range
Q3 2023
Shares 24,477 Value ($000) $2 Avg Close Range
Q2 2023
Shares 24,451 Value ($000) $2 Avg Close Range
Q1 2023
Shares 23,624 Value ($000) $2 Avg Close Range
Q4 2022
Shares 22,768 Value ($000) $2 Avg Close Range
Q3 2022
Shares 23,315 Value ($000) $1,869 Avg Close Range
Q2 2022
Shares 24,392 Value ($000) $2,042 Avg Close Range
Q1 2022
Shares 25,141 Value ($000) $2,656 Avg Close Range
Q4 2021
Shares 25,629 Value ($000) $2,964 Avg Close Range
Q3 2021
Shares 25,678 Value ($000) $2,630 Avg Close Range
Q2 2021
Shares 25,111 Value ($000) $2,536 Avg Close Range
Q1 2021
Shares 26,219 Value ($000) $2,380 Avg Close Range
Q4 2020
Shares 27,564 Value ($000) $2,445 Avg Close Range
Q3 2020
Shares 28,789 Value ($000) $2,303 Avg Close Range
Q2 2020
Shares 30,187 Value ($000) $2,170 Avg Close Range
Q4 2019
Shares 30,832 Value ($000) $2,085 Avg Close Range
Q3 2019
Shares 31,731 Value ($000) $1,995 Avg Close Range
Q2 2019
Shares 33,239 Value ($000) $2,083 Avg Close Range
Q1 2019
Shares 32,567 Value ($000) $1,964 Avg Close Range
Q4 2018
Shares 31,262 Value ($000) $1,647 Avg Close Range
Q3 2018
Shares 31,466 Value ($000) $1,955 Avg Close Range
Q2 2018
Shares 30,868 Value ($000) $1,766 Avg Close Range
Q1 2018
Shares 30,303 Value ($000) $1,655 Avg Close Range