ISHARES TR

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

Novak & Powell Financial Services, Inc.'s Holding History (CIK: 0002011548)

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

Q4 2025
Shares 16,242 Value ($000) $1,574 Avg Close — Range —
Q3 2025
Shares 16,506 Value ($000) $1,583 Avg Close — Range —
Q2 2025
Shares 6,148 Value ($000) $559 Avg Close — Range —
Q1 2025
Shares 16,638 Value ($000) $1,386 Avg Close — Range —
Q4 2024
Shares 18,414 Value ($000) $1,674 Avg Close — Range —
Q3 2024
Shares 18,517 Value ($000) $1,702 Avg Close — Range —
Q2 2024
Shares 18,561 Value ($000) $1,635 Avg Close — Range —
Q1 2024
Shares 7,392 Value ($000) $675 Avg Close — Range —
Q4 2023
Shares 18,417 Value ($000) $1,453 Avg Close — Range —