ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

Lutz Financial Services LLC's Holding History (CIK: 0001737112)

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

Q4 2025
Shares 1,578,398 Value ($000) $104,174 Avg Close — Range —
Q3 2025
Shares 1,488,531 Value ($000) $97,142 Avg Close — Range —
Q2 2025
Shares 1,457,901 Value ($000) $90,419 Avg Close — Range —
Q1 2025
Shares 1,458,552 Value ($000) $85,107 Avg Close — Range —
Q4 2024
Shares 1,445,080 Value ($000) $90,043 Avg Close — Range —
Q3 2024
Shares 1,447,761 Value ($000) $90,224 Avg Close — Range —
Q2 2024
Shares 1,435,060 Value ($000) $83,980 Avg Close — Range —
Q1 2024
Shares 1,426,495 Value ($000) $86,645 Avg Close — Range —
Q4 2023
Shares 284,064 Value ($000) $78,728 Avg Close — Range —
Q3 2023
Shares 274,184 Value ($000) $68,368 Avg Close — Range —
Q2 2023
Shares 270,979 Value ($000) $70,856 Avg Close — Range —
Q1 2023
Shares 259,869 Value ($000) $65,009 Avg Close — Range —
Q4 2022
Shares 256,688 Value ($000) $62,090 Avg Close — Range —
Q3 2022
Shares 249,643 Value ($000) $54,737 Avg Close — Range —
Q2 2022
Shares 242,170 Value ($000) $54,786 Avg Close — Range —
Q1 2022
Shares 238,099 Value ($000) $63,891 Avg Close — Range —
Q4 2021
Shares 226,268 Value ($000) $64,052 Avg Close — Range —
Q3 2021
Shares 224,862 Value ($000) $59,155 Avg Close — Range —
Q2 2021
Shares 218,649 Value ($000) $58,758 Avg Close — Range —
Q1 2021
Shares 212,310 Value ($000) $55,260 Avg Close — Range —
Q4 2020
Shares 214,035 Value ($000) $49,192 Avg Close — Range —
Q3 2020
Shares 209,673 Value ($000) $38,854 Avg Close — Range —
Q2 2020
Shares 208,776 Value ($000) $37,124 Avg Close — Range —
Q1 2020
Shares 170,282 Value ($000) $24,497 Avg Close — Range —
Q4 2019
Shares 242,989 Value ($000) $50,012 Avg Close — Range —
Q3 2019
Shares 235,018 Value ($000) $45,412 Avg Close — Range —
Q2 2019
Shares 233,228 Value ($000) $45,307 Avg Close — Range —
Q1 2019
Shares 225,338 Value ($000) $42,679 Avg Close — Range —
Q4 2018
Shares 197,162 Value ($000) $32,741 Avg Close — Range —
Q3 2018
Shares 202,921 Value ($000) $40,846 Avg Close — Range —
Q2 2018
Shares 187,243 Value ($000) $36,471 Avg Close — Range —
Q1 2018
Shares 182,877 Value ($000) $34,302 Avg Close — Range —
Q4 2017
Shares 179,058 Value ($000) $33,982 Avg Close — Range —