ISHARES TR

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

Adviser Investments LLC's Holding History (CIK: 0001544576)

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

Q4 2025
Shares 20,379 Value ($000) $2,682 Avg Close — Range —
Q3 2025
Shares 20,063 Value ($000) $2,603 Avg Close — Range —
Q2 2025
Shares 20,063 Value ($000) $2,479 Avg Close — Range —
Q1 2025
Shares 20,131 Value ($000) $2,410 Avg Close — Range —
Q4 2024
Shares 2,108 Value ($000) $263 Avg Close — Range —
Q3 2024
Shares 2,142 Value ($000) $265 Avg Close — Range —
Q2 2024
Shares 2,080 Value ($000) $236 Avg Close — Range —
Q1 2024
Shares 2,080 Value ($000) $246 Avg Close — Range —
Q4 2023
Shares 2,124 Value ($000) $242 Avg Close — Range —
Q3 2023
Shares 2,333 Value ($000) $235 Avg Close — Range —
Q2 2023
Shares 2,333 Value ($000) $250 Avg Close — Range —
Q2 2018
Shares 1,097 Value ($000) $178 Avg Close — Range —
Q1 2018
Shares 850 Value ($000) $131 Avg Close — Range —