ISHARES TR

Ticker: USRT CUSIP: 464288521 Class: CRE U S REIT ETF

Spartan Planning & Wealth Management's Holding History (CIK: 0001749283)

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

Q4 2025
Shares 26,665 Value ($000) $1,519 Avg Close — Range —
Q3 2025
Shares 24,458 Value ($000) $1,436 Avg Close — Range —
Q2 2025
Shares 23,279 Value ($000) $1,317 Avg Close — Range —
Q1 2025
Shares 60,091 Value ($000) $3,461 Avg Close — Range —
Q4 2024
Shares 66,928 Value ($000) $3,836 Avg Close — Range —
Q4 2023
Shares 113,143 Value ($000) $6,143 Avg Close — Range —
Q3 2023
Shares 26,173 Value ($000) $1,235 Avg Close — Range —
Q4 2022
Shares 23,385 Value ($000) $1,156 Avg Close — Range —
Q3 2022
Shares 32,161 Value ($000) $1,528 Avg Close — Range —
Q2 2022
Shares 28,653 Value ($000) $1,530 Avg Close — Range —
Q1 2022
Shares 94,390 Value ($000) $6,102,000 Avg Close — Range —