ISHARES TR

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

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

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

Q4 2025
Shares 62,200 Value ($000) $17,226 Avg Close — Range —
Q3 2025
Shares 62,519 Value ($000) $17,108 Avg Close — Range —
Q2 2025
Shares 61,717 Value ($000) $15,214 Avg Close — Range —
Q1 2025
Shares 63,740 Value ($000) $13,445 Avg Close — Range —
Q4 2024
Shares 66,389 Value ($000) $15,619 Avg Close — Range —
Q3 2024
Shares 67,323 Value ($000) $14,814 Avg Close — Range —
Q2 2024
Shares 67,742 Value ($000) $14,532 Avg Close — Range —
Q1 2024
Shares 68,910 Value ($000) $13,444 Avg Close — Range —
Q4 2023
Shares 70,274 Value ($000) $12,313 Avg Close — Range —
Q3 2023
Shares 70,108 Value ($000) $10,785 Avg Close — Range —
Q2 2023
Shares 74,489 Value ($000) $11,811 Avg Close — Range —
Q1 2023
Shares 76,084 Value ($000) $10,570 Avg Close — Range —
Q4 2022
Shares 82,236 Value ($000) $9,912 Avg Close — Range —
Q3 2022
Shares 84,684 Value ($000) $10,119 Avg Close — Range —
Q2 2022
Shares 82,798 Value ($000) $10,370 Avg Close — Range —
Q1 2022
Shares 85,563 Value ($000) $13,593 Avg Close — Range —
Q4 2021
Shares 82,606 Value ($000) $12,852 Avg Close — Range —
Q3 2021
Shares 80,800 Value ($000) $13,616 Avg Close — Range —
Q2 2021
Shares 79,892 Value ($000) $12,406 Avg Close — Range —
Q1 2021
Shares 78,366 Value ($000) $11,175 Avg Close — Range —
Q4 2020
Shares 78,565 Value ($000) $10,452 Avg Close — Range —
Q3 2020
Shares 74,843 Value ($000) $9,378 Avg Close — Range —
Q2 2020
Shares 67,538 Value ($000) $7,344 Avg Close — Range —
Q1 2020
Shares 62,206 Value ($000) $5,535 Avg Close — Range —
Q4 2019
Shares 55,346 Value ($000) $5,345 Avg Close — Range —