ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

JGP Wealth Management, LLC's Holding History (CIK: 0001748278)

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

Q4 2025
Shares 285,582 Value ($000) $42,463 Avg Close — Range —
Q3 2025
Shares 271,678 Value ($000) $39,776 Avg Close — Range —
Q2 2025
Shares 263,582 Value ($000) $35,594 Avg Close — Range —
Q1 2025
Shares 218,188 Value ($000) $26,621 Avg Close — Range —
Q4 2024
Shares 213,403 Value ($000) $27,448 Avg Close — Range —
Q3 2024
Shares 202,792 Value ($000) $25,475 Avg Close — Range —
Q2 2024
Shares 197,623 Value ($000) $23,474 Avg Close — Range —
Q1 2024
Shares 183,280 Value ($000) $21,132 Avg Close — Range —
Q4 2023
Shares 189,717 Value ($000) $19,964 Avg Close — Range —
Q3 2023
Shares 127,107 Value ($000) $11,972 Avg Close — Range —
Q2 2023
Shares 119,356 Value ($000) $11,678 Avg Close — Range —
Q1 2023
Shares 111,735 Value ($000) $10,118 Avg Close — Range —
Q4 2022
Shares 111,957 Value ($000) $9,494 Avg Close — Range —
Q3 2022
Shares 105,993 Value ($000) $8,565 Avg Close — Range —
Q2 2022
Shares 100,153 Value ($000) $8,516 Avg Close — Range —
Q1 2022
Shares 92,159 Value ($000) $9,179 Avg Close — Range —
Q4 2021
Shares 80,929 Value ($000) $8,510 Avg Close — Range —
Q3 2021
Shares 75,211 Value ($000) $7,399 Avg Close — Range —
Q2 2021
Shares 68,752 Value ($000) $6,790 Avg Close — Range —
Q1 2021
Shares 64,301 Value ($000) $5,890 Avg Close — Range —
Q4 2020
Shares 59,583 Value ($000) $5,356 Avg Close — Range —
Q3 2020
Shares 52,921 Value ($000) $4,085 Avg Close — Range —
Q2 2020
Shares 51,337 Value ($000) $3,650 Avg Close — Range —
Q1 2020
Shares 47,415 Value ($000) $2,878 Avg Close — Range —
Q4 2019
Shares 39,622 Value ($000) $2,895 Avg Close — Range —
Q3 2019
Shares 37,192 Value ($000) $2,422 Avg Close — Range —
Q2 2019
Shares 29,486 Value ($000) $1,965 Avg Close — Range —
Q1 2019
Shares 15,782 Value ($000) $1,016 Avg Close — Range —
Q4 2018
Shares 11,536 Value ($000) $655 Avg Close — Range —
Q3 2018
Shares 5,435 Value ($000) $364 Avg Close — Range —