ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

Partners in Financial Planning's Holding History (CIK: 0002054264)

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

Q4 2025
Shares 611 Value ($000) $236 Avg Close — Range —
Q3 2025
Shares 611 Value ($000) $232 Avg Close — Range —
Q2 2025
Shares 611 Value ($000) $214 Avg Close — Range —
Q4 2024
Shares 891 Value ($000) $298 Avg Close — Range —
Q3 2024
Shares 891 Value ($000) $291 Avg Close — Range —
Q2 2024
Shares 891 Value ($000) $275 Avg Close — Range —
Q1 2024
Shares 891 Value ($000) $267 Avg Close — Range —
Q4 2023
Shares 891 Value ($000) $244 Avg Close — Range —
Q3 2023
Shares 891 Value ($000) $218 Avg Close — Range —
Q2 2023
Shares 891 Value ($000) $227 Avg Close — Range —
Q1 2023
Shares 891 Value ($000) $210 Avg Close — Range —
Q3 2022
Shares 891 Value ($000) $204 Avg Close — Range —
Q2 2022
Shares 891 Value ($000) $210 Avg Close — Range —
Q1 2022
Shares 891 Value ($000) $220 Avg Close — Range —
Q4 2021
Shares 891 Value ($000) $229 Avg Close — Range —
Q3 2021
Shares 891 Value ($000) $227 Avg Close — Range —
Q2 2021
Shares 891 Value ($000) $228 Avg Close — Range —