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Wealthquest Corp
> IWM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IWM | 2,467 | -659 | 461,995,000 | 461,480,000 | $187,269.96 |
| 09/30/2022 | iSHARES TRUST | IWM | 3,126 | -68 | 515,000 | -25,000 | $164.75 |
| 06/30/2022 | iSHARES TRUST | IWM | 3,194 | -452 | 540,000 | -271,000 | $169.07 |
| 03/31/2022 | iSHARES TRUST | IWM | 3,646 | 0 | 811,000 | 0 | $222.44 |
| 12/31/2021 | iSHARES TRUST | IWM | 3,646 | 82 | 811,000 | 32,000 | $222.44 |
| 09/30/2021 | iSHARES TRUST | IWM | 3,564 | 0 | 779,000 | -38,000 | $218.57 |
| 06/30/2021 | iSHARES TRUST | IWM | 3,564 | 0 | 817,000 | 30,000 | $229.24 |
| 03/31/2021 | iSHARES TRUST | IWM | 3,564 | 0 | 787,000 | 89,000 | $220.82 |
| 12/31/2020 | iSHARES TRUST | IWM | 3,564 | 246 | 698,000 | 201,000 | $195.85 |
| 09/30/2020 | iSHARES TRUST | IWM | 3,318 | 0 | 497,000 | 22,000 | $149.79 |
| 06/30/2020 | iSHARES TRUST | IWM | 3,318 | 3,318 | 475,000 | 475,000 | $143.16 |
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