ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

Perfromance Wealth Partners, LLC's Holding History (CIK: 0001908765)

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

Q4 2025
Shares 6,706 Value ($000) $443 Avg Close Range
Q3 2025
Shares 6,260 Value ($000) $409 Avg Close Range
Q2 2025
Shares 6,279 Value ($000) $389 Avg Close Range
Q1 2025
Shares 6,864 Value ($000) $401 Avg Close Range
Q4 2024
Shares 7,330 Value ($000) $457 Avg Close Range
Q3 2024
Shares 7,330 Value ($000) $457 Avg Close Range
Q2 2024
Shares 7,355 Value ($000) $430 Avg Close Range
Q1 2024
Shares 7,355 Value ($000) $447 Avg Close Range
Q4 2023
Shares 1,472 Value ($000) $408 Avg Close Range
Q3 2023
Shares 1,704 Value ($000) $425 Avg Close Range
Q2 2023
Shares 1,704 Value ($000) $443 Avg Close Range
Q1 2023
Shares 2,028 Value ($000) $507 Avg Close Range
Q4 2022
Shares 2,094 Value ($000) $507 Avg Close Range
Q3 2022
Shares 2,162 Value ($000) $474 Avg Close Range
Q2 2022
Shares 2,114 Value ($000) $478 Avg Close Range
Q1 2022
Shares 2,114 Value ($000) $567 Avg Close Range
Q4 2021
Shares 2,144 Value ($000) $607 Avg Close Range