ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

West Financial Advisors, LLC's Holding History (CIK: 0001843684)

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

Q4 2025
Shares 362,749 Value ($000) $23,941 Avg Close — Range —
Q3 2025
Shares 370,691 Value ($000) $24,191 Avg Close — Range —
Q2 2025
Shares 388,037 Value ($000) $24,066 Avg Close — Range —
Q1 2025
Shares 403,084 Value ($000) $23,520 Avg Close — Range —
Q4 2024
Shares 391,412 Value ($000) $24,389 Avg Close — Range —
Q3 2024
Shares 391,716 Value ($000) $24,412 Avg Close — Range —
Q2 2024
Shares 351,933 Value ($000) $20,595 Avg Close — Range —
Q1 2024
Shares 348,687 Value ($000) $21,179 Avg Close — Range —
Q4 2023
Shares 69,605 Value ($000) $19,291 Avg Close — Range —
Q3 2023
Shares 71,400 Value ($000) $17,804 Avg Close — Range —
Q2 2023
Shares 69,799 Value ($000) $18,251 Avg Close — Range —
Q1 2023
Shares 67,483 Value ($000) $16,882 Avg Close — Range —
Q4 2022
Shares 66,012 Value ($000) $15,968 Avg Close — Range —
Q3 2022
Shares 65,223 Value ($000) $14,301 Avg Close — Range —
Q2 2022
Shares 65,274 Value ($000) $14,767 Avg Close — Range —
Q1 2022
Shares 56,847 Value ($000) $15,254 Avg Close — Range —
Q4 2021
Shares 71,464 Value ($000) $20,230 Avg Close — Range —
Q3 2021
Shares 69,359 Value ($000) $18,246 Avg Close — Range —
Q2 2021
Shares 66,967 Value ($000) $17,996 Avg Close — Range —
Q1 2021
Shares 61,864 Value ($000) $16,102 Avg Close — Range —
Q4 2020
Shares 60,776 Value ($000) $13,968 Avg Close — Range —