ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

Dougherty Wealth Advisers LLC's Holding History (CIK: 0001755933)

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

Q4 2025
Shares 1,060 Value ($000) $70 Avg Close — Range —
Q3 2025
Shares 500 Value ($000) $33 Avg Close — Range —
Q2 2025
Shares 500 Value ($000) $31 Avg Close — Range —
Q1 2025
Shares 500 Value ($000) $29 Avg Close — Range —
Q4 2024
Shares 500 Value ($000) $31 Avg Close — Range —
Q3 2024
Shares 500 Value ($000) $31 Avg Close — Range —
Q2 2024
Shares 588 Value ($000) $34 Avg Close — Range —
Q1 2024
Shares 730 Value ($000) $44 Avg Close — Range —
Q4 2023
Shares 146 Value ($000) $40 Avg Close — Range —
Q3 2023
Shares 146 Value ($000) $36 Avg Close — Range —
Q2 2023
Shares 146 Value ($000) $38 Avg Close — Range —
Q1 2023
Shares 146 Value ($000) $37 Avg Close — Range —
Q4 2022
Shares 146 Value ($000) $35 Avg Close — Range —
Q3 2022
Shares 146 Value ($000) $32 Avg Close — Range —