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ISHARES TR
Ticker: VLUE
CUSIP: 46432F388
Class: ETF-EQUITY
WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)
Note: Option positions (PUT/CALL) are excluded.
Q4 2025
Shares
1,897
Value ($000)
$259
Avg Close
—
Range
—
Q3 2025
Shares
1,897
Value ($000)
$237
Avg Close
—
Range
—
Q2 2025
Shares
1,949
Value ($000)
$221
Avg Close
—
Range
—
Q1 2022
Shares
3,232
Value ($000)
$319
Avg Close
—
Range
—
Period
Shares
Value ($000)
Average Close
Price Range
Q4 2025
1,897
$259
—
—
Q3 2025
1,897
$237
—
—
Q2 2025
1,949
$221
—
—
Q1 2022
3,232
$319
—
—