ISHARES TR

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

Whelan Financial's Holding History (CIK: 0001894921)

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

Q4 2025
Shares 9,759 Value ($000) $2,703 Avg Close — Range —
Q3 2025
Shares 9,806 Value ($000) $2,683 Avg Close — Range —
Q2 2025
Shares 10,140 Value ($000) $2,500 Avg Close — Range —
Q1 2025
Shares 7,312 Value ($000) $1,542 Avg Close — Range —
Q4 2024
Shares 7,314 Value ($000) $1,721 Avg Close — Range —
Q3 2024
Shares 7,314 Value ($000) $1,609 Avg Close — Range —
Q2 2024
Shares 7,314 Value ($000) $1,569 Avg Close — Range —
Q1 2024
Shares 7,320 Value ($000) $1,428 Avg Close — Range —
Q4 2023
Shares 7,511 Value ($000) $1,316 Avg Close — Range —
Q3 2023
Shares 7,511 Value ($000) $1,155 Avg Close — Range —
Q2 2023
Shares 7,531 Value ($000) $1,194 Avg Close — Range —
Q1 2023
Shares 7,541 Value ($000) $1,048 Avg Close — Range —
Q4 2022
Shares 11,383 Value ($000) $1,372 Avg Close — Range —