ISHARES TR

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

Center for Financial Planning, Inc.'s Holding History (CIK: 0001803557)

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

Q4 2025
Shares 135 Value ($000) $8 Avg Close Range
Q2 2025
Shares 1,214 Value ($000) $69 Avg Close Range
Q1 2025
Shares 1,214 Value ($000) $70 Avg Close Range
Q4 2024
Shares 1,214 Value ($000) $70 Avg Close Range
Q3 2024
Shares 1,214 Value ($000) $75 Avg Close Range
Q2 2024
Shares 1,639 Value ($000) $88 Avg Close Range
Q1 2024
Shares 1,850 Value ($000) $100 Avg Close Range
Q4 2023
Shares 1,850 Value ($000) $100 Avg Close Range
Q3 2023
Shares 1,850 Value ($000) $87 Avg Close Range
Q2 2023
Shares 1,850 Value ($000) $95 Avg Close Range
Q1 2023
Shares 1,850 Value ($000) $93 Avg Close Range
Q4 2022
Shares 1,850 Value ($000) $91 Avg Close Range
Q3 2022
Shares 1,850 Value ($000) $88 Avg Close Range
Q2 2022
Shares 1,850 Value ($000) $99 Avg Close Range
Q1 2022
Shares 1,850 Value ($000) $120 Avg Close Range
Q4 2021
Shares 1,850 Value ($000) $125 Avg Close Range
Q3 2021
Shares 1,850 Value ($000) $109 Avg Close Range
Q2 2021
Shares 1,850 Value ($000) $108 Avg Close Range
Q1 2021
Shares 1,850 Value ($000) $97 Avg Close Range
Q4 2020
Shares 1,850 Value ($000) $90 Avg Close Range
Q3 2020
Shares 1,850 Value ($000) $81 Avg Close Range
Q2 2020
Shares 1,850 Value ($000) $80 Avg Close Range
Q4 2019
Shares 2,000 Value ($000) $109 Avg Close Range