ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

Capital Advisors Wealth Management, LLC's Holding History (CIK: 0001824700)

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

Q4 2025
Shares 12,891 Value ($000) $851 Avg Close — Range —
Q3 2025
Shares 12,962 Value ($000) $846 Avg Close — Range —
Q2 2025
Shares 13,813 Value ($000) $857 Avg Close — Range —
Q1 2025
Shares 13,925 Value ($000) $813 Avg Close — Range —
Q4 2024
Shares 13,971 Value ($000) $871 Avg Close — Range —
Q3 2024
Shares 14,948 Value ($000) $932 Avg Close — Range —
Q2 2024
Shares 16,645 Value ($000) $974 Avg Close — Range —
Q1 2024
Shares 17,006 Value ($000) $1,033 Avg Close — Range —
Q4 2023
Shares 3,415 Value ($000) $946 Avg Close — Range —
Q3 2023
Shares 3,575 Value ($000) $891 Avg Close — Range —
Q2 2023
Shares 3,575 Value ($000) $935 Avg Close — Range —
Q1 2023
Shares 3,591 Value ($000) $898 Avg Close — Range —
Q4 2022
Shares 3,580 Value ($000) $866 Avg Close — Range —
Q3 2022
Shares 3,628 Value ($000) $795 Avg Close — Range —
Q2 2022
Shares 4,181 Value ($000) $946 Avg Close — Range —
Q1 2022
Shares 4,542 Value ($000) $1,219 Avg Close — Range —
Q4 2021
Shares 4,318 Value ($000) $1,222 Avg Close — Range —
Q3 2021
Shares 5,322 Value ($000) $1,400 Avg Close — Range —
Q2 2021
Shares 5,384 Value ($000) $1,447 Avg Close — Range —
Q1 2021
Shares 5,358 Value ($000) $1,395 Avg Close — Range —