ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

Wealthquest Corp's Holding History (CIK: 0001632968)

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

Q4 2025
Shares 787,684 Value ($000) $51,987 Avg Close — Range —
Q3 2025
Shares 773,050 Value ($000) $50,449 Avg Close — Range —
Q2 2025
Shares 763,065 Value ($000) $47,325 Avg Close — Range —
Q1 2025
Shares 728,070 Value ($000) $42,483 Avg Close — Range —
Q4 2024
Shares 700,527 Value ($000) $43,650 Avg Close — Range —
Q3 2024
Shares 679,755 Value ($000) $42,029 Avg Close — Range —
Q2 2024
Shares 546,870 Value ($000) $32,003 Avg Close — Range —
Q1 2024
Shares 519,783 Value ($000) $31,572 Avg Close — Range —
Q4 2023
Shares 111,070 Value ($000) $30,783 Avg Close — Range —
Q3 2023
Shares 116,156 Value ($000) $28,964 Avg Close — Range —
Q2 2023
Shares 118,421 Value ($000) $30,965 Avg Close — Range —
Q1 2023
Shares 122,611 Value ($000) $30,673 Avg Close — Range —
Q4 2022
Shares 127,526 Value ($000) $30,847 Avg Close — Range —
Q3 2022
Shares 132,288 Value ($000) $29,005 Avg Close — Range —
Q2 2022
Shares 133,859 Value ($000) $30,282 Avg Close — Range —
Q1 2022
Shares 138,331 Value ($000) $39,158 Avg Close — Range —
Q4 2021
Shares 138,331 Value ($000) $39,158 Avg Close — Range —
Q3 2021
Shares 137,250 Value ($000) $36,106 Avg Close — Range —
Q2 2021
Shares 139,152 Value ($000) $37,394 Avg Close — Range —
Q1 2021
Shares 146,087 Value ($000) $38,023 Avg Close — Range —
Q4 2020
Shares 145,357 Value ($000) $33,407 Avg Close — Range —
Q3 2020
Shares 144,067 Value ($000) $26,697 Avg Close — Range —
Q2 2020
Shares 135,041 Value ($000) $24,013 Avg Close — Range —
Q4 2019
Shares 122,105 Value ($000) $25,131 Avg Close — Range —
Q3 2019
Shares 120,737 Value ($000) $23,330 Avg Close — Range —
Q2 2019
Shares 116,005 Value ($000) $22,535 Avg Close — Range —
Q1 2019
Shares 112,259 Value ($000) $21,262 Avg Close — Range —
Q4 2018
Shares 106,988 Value ($000) $17,766 Avg Close — Range —
Q3 2015
Shares 68,322 Value ($000) $9,333 Avg Close — Range —