ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

XY Planning Network, Inc.'s Holding History (CIK: 0001873438)

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

Q4 2025
Shares 6,990 Value ($000) $2,704 Avg Close — Range —
Q3 2025
Shares 8,613 Value ($000) $3,023 Avg Close — Range —
Q2 2025
Shares 8,613 Value ($000) $3,023 Avg Close — Range —
Q1 2025
Shares 6,135 Value ($000) $1,949 Avg Close — Range —
Q4 2024
Shares 6,406 Value ($000) $2,141 Avg Close — Range —