ISHARES TR

Ticker: IWY CUSIP: 464289438 Class: RUS TP200 GR ETF

Global Retirement Partners, LLC's Holding History (CIK: 0001749744)

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

Q4 2025
Shares 153,595 Value ($000) $42,537 Avg Close Range
Q3 2025
Shares 146,957 Value ($000) $40,215 Avg Close Range
Q2 2025
Shares 136,269 Value ($000) $33,592 Avg Close Range
Q4 2024
Shares 121,204 Value ($000) $28,516 Avg Close Range
Q3 2024
Shares 104,488 Value ($000) $22,993 Avg Close Range
Q2 2024
Shares 111,669 Value ($000) $23,955 Avg Close Range
Q1 2024
Shares 91,714 Value ($000) $17,893 Avg Close Range
Q4 2023
Shares 71,683 Value ($000) $12,689 Avg Close Range
Q3 2023
Shares 53,296 Value ($000) $8,250 Avg Close Range
Q2 2023
Shares 41,616 Value ($000) $6,599 Avg Close Range
Q1 2023
Shares 41,040 Value ($000) $5,710 Avg Close Range
Q4 2022
Shares 37,565 Value ($000) $4,528 Avg Close Range
Q3 2022
Shares 39,204 Value ($000) $4,939 Avg Close Range
Q2 2022
Shares 34,918 Value ($000) $4,373 Avg Close Range
Q1 2022
Shares 34,366 Value ($000) $4,380 Avg Close Range
Q3 2021
Shares 3,656 Value ($000) $558 Avg Close Range
Q2 2021
Shares 1,577 Value ($000) $237 Avg Close Range
Q4 2020
Shares 20 Value ($000) $3 Avg Close Range
Q3 2020
Shares 120 Value ($000) $15 Avg Close Range
Q3 2019
Shares 40 Value ($000) $3 Avg Close Range
Q2 2019
Shares 630 Value ($000) $54 Avg Close Range
Q1 2019
Shares 801 Value ($000) $66 Avg Close Range
Q4 2018
Shares 1,051 Value ($000) $75 Avg Close Range
Q3 2018
Shares 1,561 Value ($000) $133 Avg Close Range
Q2 2018
Shares 1,589 Value ($000) $124 Avg Close Range
Q1 2018
Shares 1,692 Value ($000) $125 Avg Close Range
Q4 2017
Shares 1,623 Value ($000) $119 Avg Close Range