ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

LJI Wealth Management, LLC's Holding History (CIK: 0001988563)

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

Q4 2025
Shares 181,266 Value ($000) $17,450 Avg Close — Range —
Q3 2025
Shares 160,079 Value ($000) $15,456 Avg Close — Range —
Q2 2025
Shares 164,069 Value ($000) $15,089 Avg Close — Range —
Q1 2025
Shares 160,971 Value ($000) $13,694 Avg Close — Range —
Q4 2024
Shares 147,690 Value ($000) $13,056 Avg Close — Range —
Q3 2024
Shares 154,492 Value ($000) $13,617 Avg Close — Range —
Q2 2024
Shares 145,519 Value ($000) $11,799 Avg Close — Range —
Q1 2024
Shares 141,547 Value ($000) $11,903 Avg Close — Range —
Q4 2023
Shares 134,637 Value ($000) $10,465 Avg Close — Range —
Q3 2023
Shares 134,913 Value ($000) $9,343 Avg Close — Range —
Q2 2023
Shares 129,525 Value ($000) $9,459 Avg Close — Range —
Q1 2023
Shares 125,687 Value ($000) $8,788 Avg Close — Range —
Q4 2022
Shares 119,710 Value ($000) $8,074 Avg Close — Range —