ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

HB Wealth Management, LLC's Holding History (CIK: 0001911253)

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

Q4 2025
Shares 179,370 Value ($000) $11,838 Avg Close Range
Q3 2025
Shares 186,452 Value ($000) $12,168 Avg Close Range
Q2 2025
Shares 144,227 Value ($000) $8,945 Avg Close Range
Q1 2025
Shares 171,638 Value ($000) $10,015 Avg Close Range
Q4 2024
Shares 145,355 Value ($000) $9,055 Avg Close Range
Q3 2024
Shares 123,269 Value ($000) $7,682 Avg Close Range
Q2 2024
Shares 117,163 Value ($000) $6,856 Avg Close Range
Q1 2024
Shares 115,958 Value ($000) $7,043 Avg Close Range
Q4 2023
Shares 20,506 Value ($000) $5,683 Avg Close Range
Q3 2023
Shares 22,919 Value ($000) $5,715 Avg Close Range
Q2 2023
Shares 23,194 Value ($000) $6,065 Avg Close Range
Q1 2023
Shares 23,171 Value ($000) $5,796 Avg Close Range
Q4 2022
Shares 21,662 Value ($000) $5,240 Avg Close Range
Q3 2022
Shares 15,384 Value ($000) $3,373 Avg Close Range
Q2 2022
Shares 14,634 Value ($000) $3,311 Avg Close Range
Q1 2022
Shares 11,807 Value ($000) $3,168 Avg Close Range
Q4 2021
Shares 11,696 Value ($000) $3,311 Avg Close Range