ISHARES TR

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

Stonebridge Financial Planning Group, LLC's Holding History (CIK: 0001802494)

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

Q4 2025
Shares 29,816 Value ($000) $5,007 Avg Close — Range —
Q3 2025
Shares 30,390 Value ($000) $5,000 Avg Close — Range —
Q2 2025
Shares 30,403 Value ($000) $4,573 Avg Close — Range —
Q1 2025
Shares 30,917 Value ($000) $3,929 Avg Close — Range —
Q4 2024
Shares 32,247 Value ($000) $4,494 Avg Close — Range —
Q3 2024
Shares 32,990 Value ($000) $4,352 Avg Close — Range —
Q2 2024
Shares 33,057 Value ($000) $4,214 Avg Close — Range —
Q1 2024
Shares 33,535 Value ($000) $3,931 Avg Close — Range —
Q4 2023
Shares 35,055 Value ($000) $3,649 Avg Close — Range —
Q3 2023
Shares 37,466 Value ($000) $3,553 Avg Close — Range —
Q2 2023
Shares 40,340 Value ($000) $3,939 Avg Close — Range —
Q1 2023
Shares 42,781 Value ($000) $3,798 Avg Close — Range —
Q4 2022
Shares 48,189 Value ($000) $3,928 Avg Close — Range —
Q3 2022
Shares 48,727 Value ($000) $3,907 Avg Close — Range —
Q2 2022
Shares 49,043 Value ($000) $4,105 Avg Close — Range —
Q1 2022
Shares 48,973 Value ($000) $5,175 Avg Close — Range —
Q4 2021
Shares 48,440 Value ($000) $4,987 Avg Close — Range —
Q3 2021
Shares 48,568 Value ($000) $5,488 Avg Close — Range —
Q2 2021
Shares 48,756 Value ($000) $5,064 Avg Close — Range —
Q1 2021
Shares 47,650 Value ($000) $4,568 Avg Close — Range —
Q4 2020
Shares 48,336 Value ($000) $4,287 Avg Close — Range —
Q3 2020
Shares 45,925 Value ($000) $3,807 Avg Close — Range —
Q2 2020
Shares 41,608 Value ($000) $3,033 Avg Close — Range —
Q1 2020
Shares 39,651 Value ($000) $2,406 Avg Close — Range —
Q4 2019
Shares 39,793 Value ($000) $2,692 Avg Close — Range —