ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

Partnership Wealth Management, LLC's Holding History (CIK: 0002010656)

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

Q4 2025
Shares 168,875 Value ($000) $11,146 Avg Close Range
Q3 2025
Shares 167,911 Value ($000) $10,958 Avg Close Range
Q2 2025
Shares 168,794 Value ($000) $10,469 Avg Close Range
Q1 2025
Shares 172,798 Value ($000) $10,083 Avg Close Range
Q4 2024
Shares 172,041 Value ($000) $10,720 Avg Close Range
Q3 2024
Shares 147,802 Value ($000) $9,211 Avg Close Range
Q2 2024
Shares 59,523 Value ($000) $3,483 Avg Close Range
Q1 2024
Shares 70,825 Value ($000) $4,302 Avg Close Range
Q4 2023
Shares 13,790 Value ($000) $3,756 Avg Close Range