ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

WHALEROCK POINT PARTNERS, LLC's Holding History (CIK: 0001389709)

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

Q4 2025
Shares 9,463 Value ($000) $625 Avg Close — Range —
Q3 2025
Shares 9,554 Value ($000) $623 Avg Close — Range —
Q2 2025
Shares 9,395 Value ($000) $583 Avg Close — Range —
Q1 2025
Shares 9,395 Value ($000) $548 Avg Close — Range —
Q4 2024
Shares 6,820 Value ($000) $425 Avg Close — Range —
Q3 2024
Shares 6,820 Value ($000) $425 Avg Close — Range —
Q2 2024
Shares 6,820 Value ($000) $399 Avg Close — Range —
Q1 2024
Shares 7,165 Value ($000) $435 Avg Close — Range —
Q4 2023
Shares 1,433 Value ($000) $397 Avg Close — Range —
Q3 2023
Shares 1,633 Value ($000) $407 Avg Close — Range —
Q2 2023
Shares 1,633 Value ($000) $427 Avg Close — Range —
Q1 2023
Shares 1,633 Value ($000) $409 Avg Close — Range —
Q4 2022
Shares 1,633 Value ($000) $395 Avg Close — Range —
Q3 2022
Shares 1,633 Value ($000) $358 Avg Close — Range —
Q2 2022
Shares 1,633 Value ($000) $369 Avg Close — Range —
Q1 2022
Shares 1,633 Value ($000) $438,199 Avg Close — Range —
Q4 2021
Shares 1,633 Value ($000) $462,270 Avg Close — Range —
Q3 2021
Shares 1,633 Value ($000) $430 Avg Close — Range —
Q2 2021
Shares 1,433 Value ($000) $385,090 Avg Close — Range —
Q1 2021
Shares 1,433 Value ($000) $372,981 Avg Close — Range —
Q4 2020
Shares 1,450 Value ($000) $333 Avg Close — Range —
Q3 2020
Shares 265 Value ($000) $264,808 Avg Close — Range —
Q2 2020
Shares 1,429 Value ($000) $254 Avg Close — Range —
Q1 2020
Shares 1,429 Value ($000) $206 Avg Close — Range —
Q4 2019
Shares 1,429 Value ($000) $294 Avg Close — Range —
Q3 2019
Shares 1,429 Value ($000) $276 Avg Close — Range —
Q2 2019
Shares 1,429 Value ($000) $278 Avg Close — Range —
Q1 2019
Shares 1,429 Value ($000) $271 Avg Close — Range —
Q4 2018
Shares 1,429 Value ($000) $237 Avg Close — Range —
Q3 2018
Shares 1,391 Value ($000) $280 Avg Close — Range —
Q2 2018
Shares 1,391 Value ($000) $271 Avg Close — Range —
Q1 2018
Shares 1,391 Value ($000) $261 Avg Close — Range —
Q4 2017
Shares 1,391 Value ($000) $264 Avg Close — Range —
Q3 2017
Shares 1,391 Value ($000) $249 Avg Close — Range —
Q2 2017
Shares 1,391 Value ($000) $242 Avg Close — Range —
Q1 2017
Shares 1,391 Value ($000) $238 Avg Close — Range —
Q4 2016
Shares 1,374 Value ($000) $227 Avg Close — Range —
Q3 2016
Shares 1,378 Value ($000) $212 Avg Close — Range —
Q2 2015
Shares 1,378 Value ($000) $206 Avg Close — Range —