ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

SHAKESPEARE WEALTH MANAGEMENT, INC.'s Holding History (CIK: 0001658509)

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

Q4 2025
Shares 294,944 Value ($000) $22,867 Avg Close — Range —
Q3 2025
Shares 289,424 Value ($000) $22,205 Avg Close — Range —
Q2 2025
Shares 289,426 Value ($000) $21,035 Avg Close — Range —
Q1 2025
Shares 290,415 Value ($000) $18,450 Avg Close — Range —
Q4 2024
Shares 288,201 Value ($000) $17,508 Avg Close — Range —
Q3 2024
Shares 280,620 Value ($000) $18,998 Avg Close — Range —
Q2 2024
Shares 291,122 Value ($000) $17,945 Avg Close — Range —
Q1 2024
Shares 342,491 Value ($000) $21,690 Avg Close — Range —
Q4 2023
Shares 325,998 Value ($000) $20,179 Avg Close — Range —
Q3 2023
Shares 309,636 Value ($000) $17,485 Avg Close — Range —
Q2 2023
Shares 301,894 Value ($000) $17,806 Avg Close — Range —
Q1 2023
Shares 294,531 Value ($000) $17,528 Avg Close — Range —
Q4 2022
Shares 293,497 Value ($000) $16,577 Avg Close — Range —
Q3 2022
Shares 283,274 Value ($000) $13,818 Avg Close — Range —
Q2 2022
Shares 251,498 Value ($000) $13,785 Avg Close — Range —
Q1 2022
Shares 231,636 Value ($000) $15,608 Avg Close — Range —
Q4 2021
Shares 212,781 Value ($000) $15,552 Avg Close — Range —
Q3 2021
Shares 197,819 Value ($000) $14,781 Avg Close — Range —
Q2 2021
Shares 193,383 Value ($000) $14,686 Avg Close — Range —
Q1 2021
Shares 191,369 Value ($000) $13,748 Avg Close — Range —
Q4 2020
Shares 194,484 Value ($000) $13,293 Avg Close — Range —
Q3 2020
Shares 185,768 Value ($000) $10,958 Avg Close — Range —
Q2 2020
Shares 180,805 Value ($000) $9,695 Avg Close — Range —
Q1 2020
Shares 176,671 Value ($000) $7,920 Avg Close — Range —
Q4 2019
Shares 146,232 Value ($000) $9,107 Avg Close — Range —
Q3 2019
Shares 142,931 Value ($000) $8,180 Avg Close — Range —
Q2 2019
Shares 136,472 Value ($000) $7,833 Avg Close — Range —
Q1 2019
Shares 126,852 Value ($000) $7,286 Avg Close — Range —
Q4 2018
Shares 122,064 Value ($000) $6,325 Avg Close — Range —
Q3 2018
Shares 152,778 Value ($000) $9,515 Avg Close — Range —
Q2 2018
Shares 147,668 Value ($000) $9,265 Avg Close — Range —
Q1 2018
Shares 142,553 Value ($000) $9,293 Avg Close — Range —
Q4 2017
Shares 138,204 Value ($000) $8,914 Avg Close — Range —