ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

Core Wealth Advisors, Inc.'s Holding History (CIK: 0001770532)

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

Q4 2025
Shares 269,144 Value ($000) $17,764 Avg Close Range
Q3 2025
Shares 255,142 Value ($000) $16,651 Avg Close Range
Q2 2025
Shares 248,285 Value ($000) $15,399 Avg Close Range
Q1 2025
Shares 241,974 Value ($000) $14,119 Avg Close Range
Q4 2024
Shares 252,158 Value ($000) $15,712 Avg Close Range
Q3 2024
Shares 251,818 Value ($000) $15,693 Avg Close Range
Q2 2024
Shares 249,467 Value ($000) $14,599 Avg Close Range
Q1 2024
Shares 246,343 Value ($000) $14,963 Avg Close Range
Q4 2023
Shares 46,356 Value ($000) $12,847 Avg Close Range
Q3 2023
Shares 45,002 Value ($000) $11,221 Avg Close Range
Q2 2023
Shares 42,968 Value ($000) $11,235 Avg Close Range
Q1 2023
Shares 43,024 Value ($000) $10,763 Avg Close Range
Q4 2022
Shares 50,460 Value ($000) $12,206 Avg Close Range
Q3 2022
Shares 49,721 Value ($000) $10,902 Avg Close Range
Q2 2022
Shares 45,926 Value ($000) $10,390 Avg Close Range
Q1 2022
Shares 50,200 Value ($000) $13,471 Avg Close Range
Q4 2021
Shares 48,918 Value ($000) $13,848 Avg Close Range
Q3 2021
Shares 48,227 Value ($000) $12,687 Avg Close Range
Q2 2021
Shares 46,502 Value ($000) $12,496 Avg Close Range
Q1 2021
Shares 47,391 Value ($000) $12,335 Avg Close Range
Q4 2020
Shares 44,416 Value ($000) $10,208 Avg Close Range
Q3 2020
Shares 45,785 Value ($000) $8,485 Avg Close Range
Q2 2020
Shares 44,472 Value ($000) $7,908 Avg Close Range
Q1 2020
Shares 51,505 Value ($000) $7,410 Avg Close Range
Q4 2019
Shares 47,851 Value ($000) $9,849 Avg Close Range