ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

Octavia Wealth Advisors, LLC's Holding History (CIK: 0001841259)

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

Q4 2025
Shares 23,283 Value ($000) $1,537 Avg Close — Range —
Q3 2025
Shares 23,220 Value ($000) $1,515 Avg Close — Range —
Q2 2025
Shares 23,927 Value ($000) $1,484 Avg Close — Range —
Q1 2025
Shares 24,428 Value ($000) $1,425 Avg Close — Range —
Q4 2024
Shares 24,012 Value ($000) $1,496 Avg Close — Range —
Q3 2024
Shares 24,027 Value ($000) $1,497 Avg Close — Range —
Q2 2024
Shares 24,027 Value ($000) $1,406 Avg Close — Range —
Q1 2024
Shares 25,260 Value ($000) $1,534 Avg Close — Range —
Q4 2023
Shares 4,810 Value ($000) $1,333 Avg Close — Range —
Q3 2023
Shares 4,967 Value ($000) $1,244 Avg Close — Range —
Q2 2023
Shares 4,750 Value ($000) $1,242 Avg Close — Range —
Q1 2023
Shares 4,673 Value ($000) $1,169 Avg Close — Range —
Q4 2022
Shares 5,016 Value ($000) $1,213 Avg Close — Range —
Q3 2022
Shares 5,135 Value ($000) $1,126 Avg Close — Range —
Q2 2022
Shares 5,002 Value ($000) $1,131 Avg Close — Range —
Q1 2022
Shares 5,245 Value ($000) $1,407 Avg Close — Range —
Q4 2021
Shares 5,530 Value ($000) $1,565 Avg Close — Range —
Q3 2021
Shares 5,698 Value ($000) $1,499 Avg Close — Range —
Q2 2021
Shares 5,690 Value ($000) $1,529 Avg Close — Range —
Q1 2021
Shares 6,500 Value ($000) $1,692 Avg Close — Range —
Q4 2020
Shares 7,106 Value ($000) $1,633 Avg Close — Range —