ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

SHAKESPEARE WEALTH MANAGEMENT, INC.'s Holding History (CIK: 0001658509)

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

Q4 2025
Shares 1,183 Value ($000) $458 Avg Close Range
Q3 2025
Shares 1,233 Value ($000) $467 Avg Close Range
Q2 2025
Shares 1,232 Value ($000) $433 Avg Close Range
Q1 2025
Shares 1,262 Value ($000) $401 Avg Close Range
Q4 2024
Shares 1,262 Value ($000) $422 Avg Close Range
Q3 2024
Shares 1,262 Value ($000) $412 Avg Close Range
Q2 2024
Shares 1,415 Value ($000) $437 Avg Close Range
Q1 2024
Shares 1,415 Value ($000) $425 Avg Close Range
Q4 2023
Shares 1,179 Value ($000) $323 Avg Close Range
Q3 2023
Shares 1,178 Value ($000) $289 Avg Close Range
Q2 2023
Shares 1,205 Value ($000) $307 Avg Close Range
Q1 2023
Shares 1,226 Value ($000) $289 Avg Close Range
Q4 2022
Shares 1,226 Value ($000) $271 Avg Close Range
Q3 2022
Shares 1,231 Value ($000) $255 Avg Close Range
Q2 2022
Shares 1,231 Value ($000) $270 Avg Close Range
Q1 2022
Shares 1,151 Value ($000) $305 Avg Close Range
Q4 2021
Shares 1,000 Value ($000) $278 Avg Close Range
Q3 2021
Shares 1,000 Value ($000) $258 Avg Close Range
Q2 2021
Shares 1,080 Value ($000) $284 Avg Close Range
Q1 2021
Shares 1,080 Value ($000) $256 Avg Close Range
Q4 2020
Shares 1,080 Value ($000) $241 Avg Close Range
Q3 2020
Shares 3,895 Value ($000) $762 Avg Close Range
Q2 2020
Shares 3,895 Value ($000) $701 Avg Close Range
Q1 2020
Shares 3,895 Value ($000) $578 Avg Close Range
Q4 2019
Shares 1,382 Value ($000) $260 Avg Close Range
Q3 2019
Shares 1,382 Value ($000) $240 Avg Close Range
Q2 2019
Shares 1,382 Value ($000) $238 Avg Close Range
Q1 2019
Shares 1,382 Value ($000) $230 Avg Close Range
Q4 2018
Shares 1,382 Value ($000) $203 Avg Close Range