ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Jackson, Grant Investment Advisers, Inc.'s Holding History (CIK: 0001650300)

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

Q4 2025
Shares 1,776 Value ($000) $264 Avg Close — Range —
Q3 2025
Shares 1,774 Value ($000) $258 Avg Close — Range —
Q2 2025
Shares 1,771 Value ($000) $239 Avg Close — Range —
Q1 2025
Shares 1,769 Value ($000) $216 Avg Close — Range —
Q4 2024
Shares 1,693 Value ($000) $218 Avg Close — Range —
Q3 2024
Shares 1,690 Value ($000) $212 Avg Close — Range —
Q2 2024
Shares 1,687 Value ($000) $200 Avg Close — Range —
Q1 2024
Shares 2,112 Value ($000) $244 Avg Close — Range —
Q4 2023
Shares 1,482 Value ($000) $156 Avg Close — Range —
Q3 2023
Shares 1,479 Value ($000) $139 Avg Close — Range —
Q2 2023
Shares 1,462 Value ($000) $143 Avg Close — Range —
Q1 2023
Shares 1,432 Value ($000) $130 Avg Close — Range —
Q4 2022
Shares 712 Value ($000) $60 Avg Close — Range —
Q3 2022
Shares 588 Value ($000) $47 Avg Close — Range —
Q2 2022
Shares 561 Value ($000) $47 Avg Close — Range —
Q1 2022
Shares 497 Value ($000) $50 Avg Close — Range —
Q4 2021
Shares 169 Value ($000) $18 Avg Close — Range —