ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

Wells Financial Advisors INC's Holding History (CIK: 0001844454)

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

Q4 2025
Shares 4,960 Value ($000) $327 Avg Close — Range —
Q3 2025
Shares 8,245 Value ($000) $538 Avg Close — Range —
Q2 2025
Shares 11,155 Value ($000) $692 Avg Close — Range —
Q1 2025
Shares 14,450 Value ($000) $843 Avg Close — Range —
Q4 2024
Shares 14,450 Value ($000) $900 Avg Close — Range —
Q3 2024
Shares 14,640 Value ($000) $912 Avg Close — Range —
Q2 2024
Shares 14,640 Value ($000) $857 Avg Close — Range —
Q1 2024
Shares 15,115 Value ($000) $918 Avg Close — Range —
Q4 2023
Shares 3,023 Value ($000) $838 Avg Close — Range —
Q3 2023
Shares 2,823 Value ($000) $704 Avg Close — Range —
Q2 2023
Shares 2,823 Value ($000) $738 Avg Close — Range —
Q1 2023
Shares 2,823 Value ($000) $706 Avg Close — Range —
Q4 2022
Shares 2,836 Value ($000) $686 Avg Close — Range —
Q3 2022
Shares 1,576 Value ($000) $346 Avg Close — Range —
Q2 2022
Shares 1,576 Value ($000) $357 Avg Close — Range —
Q1 2022
Shares 1,659 Value ($000) $445 Avg Close — Range —
Q4 2021
Shares 1,659 Value ($000) $470 Avg Close — Range —
Q3 2021
Shares 1,486 Value ($000) $391 Avg Close — Range —
Q2 2021
Shares 2,127 Value ($000) $572 Avg Close — Range —
Q1 2021
Shares 2,262 Value ($000) $589 Avg Close — Range —
Q4 2020
Shares 14,101 Value ($000) $3,241 Avg Close — Range —