ISHARES TR

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

Sowell Financial Services LLC's Holding History (CIK: 0001633697)

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

Q4 2025
Shares 15,335 Value ($000) $2,018 Avg Close — Range —
Q3 2025
Shares 13,227 Value ($000) $1,716 Avg Close — Range —
Q2 2025
Shares 11,825 Value ($000) $1,461 Avg Close — Range —
Q1 2025
Shares 10,475 Value ($000) $1,254 Avg Close — Range —
Q1 2023
Shares 18,007 Value ($000) $2 Avg Close — Range —
Q2 2021
Shares 16,458 Value ($000) $1,734 Avg Close — Range —
Q1 2021
Shares 19,730 Value ($000) $2,149 Avg Close — Range —
Q4 2020
Shares 1,023 Value ($000) $88 Avg Close — Range —
Q3 2020
Shares 836 Value ($000) $113 Avg Close — Range —
Q2 2020
Shares 836 Value ($000) $111 Avg Close — Range —
Q1 2020
Shares 1,274 Value ($000) $140 Avg Close — Range —
Q4 2019
Shares 1,646 Value ($000) $281 Avg Close — Range —
Q3 2019
Shares 1,312 Value ($000) $210 Avg Close — Range —
Q4 2017
Shares 1,420 Value ($000) $231 Avg Close — Range —
Q4 2016
Shares 2,535 Value ($000) $383 Avg Close — Range —