ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

Connecticut Wealth Management, LLC's Holding History (CIK: 0001689829)

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

Q4 2025
Shares 1,840,661 Value ($000) $121,484 Avg Close — Range —
Q3 2025
Shares 1,885,632 Value ($000) $123,056 Avg Close — Range —
Q2 2025
Shares 2,135,947 Value ($000) $132,471 Avg Close — Range —
Q1 2025
Shares 2,240,575 Value ($000) $130,738 Avg Close — Range —
Q4 2024
Shares 2,046,502 Value ($000) $127,518 Avg Close — Range —
Q3 2024
Shares 1,938,808 Value ($000) $120,827 Avg Close — Range —
Q2 2024
Shares 1,855,319 Value ($000) $108,573 Avg Close — Range —
Q1 2024
Shares 1,803,564 Value ($000) $109,549 Avg Close — Range —
Q4 2023
Shares 352,496 Value ($000) $97,694 Avg Close — Range —
Q3 2023
Shares 339,460 Value ($000) $84,644 Avg Close — Range —
Q2 2023
Shares 326,047 Value ($000) $85,255 Avg Close — Range —
Q1 2023
Shares 310,368 Value ($000) $77,642 Avg Close — Range —
Q4 2022
Shares 289,078 Value ($000) $69,925 Avg Close — Range —
Q3 2022
Shares 272,758 Value ($000) $59,805 Avg Close — Range —
Q2 2022
Shares 271,627 Value ($000) $61,450 Avg Close — Range —
Q1 2022
Shares 255,854 Value ($000) $68,656 Avg Close — Range —
Q4 2021
Shares 236,260 Value ($000) $66,880 Avg Close — Range —
Q3 2021
Shares 229,302 Value ($000) $60,322 Avg Close — Range —
Q2 2021
Shares 215,853 Value ($000) $58,006 Avg Close — Range —
Q4 2020
Shares 204,968 Value ($000) $47,108 Avg Close — Range —
Q3 2020
Shares 195,987 Value ($000) $36,318 Avg Close — Range —
Q2 2020
Shares 169,658 Value ($000) $30,169 Avg Close — Range —
Q1 2020
Shares 147,899 Value ($000) $21,277 Avg Close — Range —
Q4 2019
Shares 211,362 Value ($000) $43,502 Avg Close — Range —
Q3 2019
Shares 199,973 Value ($000) $38,641 Avg Close — Range —
Q2 2019
Shares 189,520 Value ($000) $36,816 Avg Close — Range —
Q1 2019
Shares 182,112 Value ($000) $34,492 Avg Close — Range —
Q4 2018
Shares 173,717 Value ($000) $28,847 Avg Close — Range —
Q3 2018
Shares 170,322 Value ($000) $34,023 Avg Close — Range —
Q2 2018
Shares 169,737 Value ($000) $33,075 Avg Close — Range —
Q1 2018
Shares 165,348 Value ($000) $30,287 Avg Close — Range —
Q4 2017
Shares 156,381 Value ($000) $30,366 Avg Close — Range —
Q3 2017
Shares 154,145 Value ($000) $27,859 Avg Close — Range —
Q2 2017
Shares 148,812 Value ($000) $25,856 Avg Close — Range —
Q1 2017
Shares 138,776 Value ($000) $23,421 Avg Close — Range —
Q4 2016
Shares 135,919 Value ($000) $22,844 Avg Close — Range —
Q3 2016
Shares 129,421 Value ($000) $19,785 Avg Close — Range —