ISHARES TR

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

BKM Wealth Management, LLC's Holding History (CIK: 0002007263)

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

Q4 2025
Shares 43,668 Value ($000) $4,231 Avg Close — Range —
Q3 2025
Shares 43,425 Value ($000) $4,164 Avg Close — Range —
Q2 2025
Shares 43,665 Value ($000) $3,973 Avg Close — Range —
Q1 2025
Shares 43,723 Value ($000) $3,641 Avg Close — Range —
Q4 2024
Shares 43,977 Value ($000) $3,999 Avg Close — Range —
Q3 2024
Shares 44,392 Value ($000) $4,081 Avg Close — Range —
Q2 2024
Shares 44,860 Value ($000) $3,953 Avg Close — Range —
Q1 2024
Shares 43,652 Value ($000) $3,986 Avg Close — Range —
Q4 2023
Shares 43,778 Value ($000) $3,468 Avg Close — Range —