ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

KWB Wealth's Holding History (CIK: 0001822236)

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

Q4 2025
Shares 19,307 Value ($000) $1,274 Avg Close — Range —
Q3 2025
Shares 16,589 Value ($000) $1,029 Avg Close — Range —
Q2 2025
Shares 23,906 Value ($000) $1,395 Avg Close — Range —
Q1 2025
Shares 24,437 Value ($000) $1,523 Avg Close — Range —
Q4 2024
Shares 24,551 Value ($000) $1,530 Avg Close — Range —
Q3 2024
Shares 24,579 Value ($000) $1,438 Avg Close — Range —
Q2 2024
Shares 23,993 Value ($000) $1,457 Avg Close — Range —
Q1 2024
Shares 24,737 Value ($000) $1,503 Avg Close — Range —
Q4 2023
Shares 5,023 Value ($000) $1,392 Avg Close — Range —
Q3 2023
Shares 5,167 Value ($000) $1,351 Avg Close — Range —
Q2 2023
Shares 5,167 Value ($000) $1,351 Avg Close — Range —
Q1 2023
Shares 7,105 Value ($000) $1,719 Avg Close — Range —
Q4 2022
Shares 6,580 Value ($000) $1,592 Avg Close — Range —
Q3 2022
Shares 7,772 Value ($000) $1,704 Avg Close — Range —
Q2 2022
Shares 8,150 Value ($000) $1,844 Avg Close — Range —
Q1 2022
Shares 9,625 Value ($000) $2,725 Avg Close — Range —
Q4 2021
Shares 9,625 Value ($000) $2,725 Avg Close — Range —
Q3 2021
Shares 9,844 Value ($000) $2,590 Avg Close — Range —
Q2 2021
Shares 10,683 Value ($000) $2,781 Avg Close — Range —
Q1 2021
Shares 10,694 Value ($000) $2,783 Avg Close — Range —
Q4 2020
Shares 12,911 Value ($000) $2,967 Avg Close — Range —