ISHARES TR

Ticker: IYM CUSIP: 464287838 Class: Exchange Traded Fund

Stonebridge Financial Planning Group, LLC's Holding History (CIK: 0001802494)

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

Q4 2025
Shares 2,104 Value ($000) $324 Avg Close Range
Q3 2025
Shares 2,418 Value ($000) $358 Avg Close Range
Q2 2025
Shares 2,942 Value ($000) $412 Avg Close Range
Q1 2025
Shares 3,152 Value ($000) $425 Avg Close Range
Q4 2024
Shares 5,226 Value ($000) $679 Avg Close Range
Q3 2024
Shares 5,891 Value ($000) $885 Avg Close Range
Q2 2024
Shares 6,421 Value ($000) $899 Avg Close Range
Q1 2024
Shares 5,571 Value ($000) $823 Avg Close Range
Q4 2023
Shares 5,586 Value ($000) $772 Avg Close Range
Q3 2023
Shares 5,621 Value ($000) $710 Avg Close Range
Q2 2023
Shares 5,671 Value ($000) $755 Avg Close Range
Q1 2023
Shares 7,962 Value ($000) $1,055 Avg Close Range
Q4 2022
Shares 7,722 Value ($000) $963 Avg Close Range
Q3 2022
Shares 7,292 Value ($000) $789 Avg Close Range
Q2 2022
Shares 11,509 Value ($000) $1,355 Avg Close Range
Q1 2022
Shares 6,392 Value ($000) $956 Avg Close Range
Q4 2021
Shares 6,303 Value ($000) $812 Avg Close Range
Q3 2021
Shares 6,192 Value ($000) $844 Avg Close Range
Q2 2021
Shares 6,376 Value ($000) $840 Avg Close Range
Q1 2021
Shares 1,886 Value ($000) $240 Avg Close Range
Q4 2020
Shares 756 Value ($000) $86 Avg Close Range
Q3 2020
Shares 756 Value ($000) $78 Avg Close Range
Q2 2020
Shares 756 Value ($000) $69 Avg Close Range
Q1 2020
Shares 756 Value ($000) $58 Avg Close Range
Q4 2019
Shares 1,255 Value ($000) $123 Avg Close Range