ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

Lakeshore Financial Planning, Inc.'s Holding History (CIK: 0002000571)

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

Q4 2025
Shares 9,106 Value ($000) $3,523 Avg Close — Range —
Q3 2025
Shares 9,124 Value ($000) $3,457 Avg Close — Range —
Q2 2025
Shares 9,149 Value ($000) $3,211 Avg Close — Range —
Q1 2025
Shares 9,179 Value ($000) $2,916 Avg Close — Range —
Q4 2024
Shares 9,218 Value ($000) $3,081 Avg Close — Range —
Q3 2024
Shares 9,230 Value ($000) $3,016 Avg Close — Range —
Q2 2024
Shares 9,280 Value ($000) $2,864 Avg Close — Range —
Q1 2024
Shares 9,280 Value ($000) $2,785 Avg Close — Range —
Q4 2023
Shares 9,280 Value ($000) $2,540 Avg Close — Range —
Q3 2023
Shares 10,189 Value ($000) $2,497 Avg Close — Range —