ISHARES TR

Ticker: IJJ CUSIP: 464287705 Class: S&P MC 400VL ETF

Total Wealth Planning, LLC's Holding History (CIK: 0001762997)

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

Q3 2025
Shares 4,830 Value ($000) $627 Avg Close Range
Q2 2025
Shares 4,830 Value ($000) $597 Avg Close Range
Q1 2025
Shares 4,830 Value ($000) $578 Avg Close Range
Q4 2024
Shares 4,830 Value ($000) $604 Avg Close Range
Q3 2024
Shares 4,830 Value ($000) $597 Avg Close Range
Q2 2024
Shares 4,935 Value ($000) $598 Avg Close Range
Q1 2024
Shares 4,935 Value ($000) $584 Avg Close Range
Q4 2023
Shares 5,298 Value ($000) $604 Avg Close Range
Q3 2023
Shares 5,298 Value ($000) $535 Avg Close Range
Q2 2023
Shares 5,478 Value ($000) $587 Avg Close Range
Q1 2023
Shares 5,578 Value ($000) $573 Avg Close Range
Q4 2022
Shares 5,619 Value ($000) $566 Avg Close Range
Q3 2022
Shares 6,017 Value ($000) $542 Avg Close Range
Q2 2022
Shares 6,237 Value ($000) $589 Avg Close Range
Q1 2022
Shares 6,071 Value ($000) $666 Avg Close Range
Q4 2021
Shares 3,026 Value ($000) $475 Avg Close Range
Q3 2021
Shares 6,393 Value ($000) $659 Avg Close Range
Q2 2021
Shares 6,393 Value ($000) $673 Avg Close Range
Q1 2021
Shares 6,615 Value ($000) $674 Avg Close Range
Q4 2020
Shares 6,799 Value ($000) $587 Avg Close Range
Q3 2020
Shares 3,513 Value ($000) $474 Avg Close Range
Q2 2020
Shares 3,590 Value ($000) $477 Avg Close Range
Q1 2020
Shares 3,692 Value ($000) $405 Avg Close Range
Q4 2019
Shares 3,017 Value ($000) $515 Avg Close Range
Q3 2019
Shares 2,990 Value ($000) $478 Avg Close Range
Q2 2019
Shares 2,990 Value ($000) $477 Avg Close Range
Q1 2019
Shares 3,026 Value ($000) $475 Avg Close Range
Q4 2018
Shares 3,112 Value ($000) $430 Avg Close Range