ISHARES TR

Ticker: IJK CUSIP: 464287606 Class: S&P MC 400GR ETF

Triangle Securities Wealth Management's Holding History (CIK: 0001541353)

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

Q4 2025
Shares 37,661 Value ($000) $3,649 Avg Close — Range —
Q3 2025
Shares 32,863 Value ($000) $3,151 Avg Close — Range —
Q2 2025
Shares 32,829 Value ($000) $2,987 Avg Close — Range —
Q1 2025
Shares 31,023 Value ($000) $2,584 Avg Close — Range —
Q4 2024
Shares 28,965 Value ($000) $2,634 Avg Close — Range —
Q3 2024
Shares 27,375 Value ($000) $2,517 Avg Close — Range —
Q2 2024
Shares 27,250 Value ($000) $2,401 Avg Close — Range —
Q1 2024
Shares 26,622 Value ($000) $2,429 Avg Close — Range —
Q4 2023
Shares 26,056 Value ($000) $2,064 Avg Close — Range —
Q1 2015
Shares 1,950 Value ($000) $334 Avg Close — Range —
Q4 2014
Shares 1,950 Value ($000) $311 Avg Close — Range —
Q3 2014
Shares 1,950 Value ($000) $295 Avg Close — Range —
Q2 2014
Shares 1,950 Value ($000) $306 Avg Close — Range —
Q1 2014
Shares 2,350 Value ($000) $301 Avg Close — Range —
Q4 2013
Shares 1,950 Value ($000) $293 Avg Close — Range —
Q3 2013
Shares 2,350 Value ($000) $327 Avg Close — Range —
Q2 2013
Shares 2,350 Value ($000) $303 Avg Close — Range —