ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q3 2025
Shares 5,815 Value ($000) $2,203 Avg Close — Range —
Q2 2025
Shares 5,470 Value ($000) $1,920 Avg Close — Range —
Q1 2025
Shares 5,790 Value ($000) $1,839 Avg Close — Range —
Q4 2024
Shares 5,860 Value ($000) $1,959 Avg Close — Range —
Q3 2024
Shares 5,504 Value ($000) $1,798 Avg Close — Range —
Q2 2024
Shares 5,540 Value ($000) $1,710 Avg Close — Range —
Q1 2024
Shares 5,719 Value ($000) $1,716 Avg Close — Range —
Q4 2023
Shares 5,755 Value ($000) $1,575 Avg Close — Range —
Q3 2023
Shares 5,460 Value ($000) $1,338 Avg Close — Range —
Q2 2023
Shares 5,351 Value ($000) $1,362 Avg Close — Range —
Q1 2023
Shares 5,341 Value ($000) $1,257 Avg Close — Range —
Q4 2022
Shares 7,719 Value ($000) $1,703 Avg Close — Range —