ISHARES TR

Ticker: IJJ CUSIP: 464287705 Class: S&P MC 400VL ETF

IMA Wealth, Inc.'s Holding History (CIK: 0001455495)

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

Q4 2025
Shares 338 Value ($000) $44 Avg Close — Range —
Q3 2025
Shares 338 Value ($000) $44 Avg Close — Range —
Q2 2025
Shares 338 Value ($000) $42 Avg Close — Range —
Q1 2025
Shares 338 Value ($000) $40 Avg Close — Range —