ISHARES TR

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

Lutz Financial Services LLC's Holding History (CIK: 0001737112)

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

Q4 2025
Shares 120,056 Value ($000) $15,798 Avg Close — Range —
Q3 2025
Shares 120,160 Value ($000) $15,587 Avg Close — Range —
Q2 2025
Shares 120,569 Value ($000) $14,900 Avg Close — Range —
Q1 2025
Shares 121,240 Value ($000) $14,516 Avg Close — Range —
Q4 2024
Shares 122,147 Value ($000) $15,264 Avg Close — Range —
Q3 2024
Shares 122,867 Value ($000) $15,189 Avg Close — Range —
Q2 2024
Shares 123,657 Value ($000) $14,030 Avg Close — Range —
Q1 2024
Shares 124,413 Value ($000) $14,717 Avg Close — Range —
Q4 2023
Shares 127,796 Value ($000) $14,574 Avg Close — Range —
Q3 2023
Shares 129,223 Value ($000) $13,043 Avg Close — Range —
Q2 2023
Shares 130,579 Value ($000) $13,989 Avg Close — Range —
Q1 2023
Shares 131,082 Value ($000) $13,471 Avg Close — Range —
Q4 2022
Shares 132,444 Value ($000) $13,350 Avg Close — Range —
Q3 2022
Shares 132,749 Value ($000) $11,947 Avg Close — Range —
Q2 2022
Shares 133,590 Value ($000) $12,612 Avg Close — Range —
Q1 2022
Shares 133,518 Value ($000) $14,639 Avg Close — Range —
Q4 2021
Shares 133,473 Value ($000) $14,773 Avg Close — Range —
Q3 2021
Shares 133,924 Value ($000) $13,800 Avg Close — Range —
Q2 2021
Shares 134,355 Value ($000) $14,153 Avg Close — Range —
Q1 2021
Shares 135,637 Value ($000) $13,826 Avg Close — Range —
Q4 2020
Shares 141,923 Value ($000) $12,248 Avg Close — Range —
Q3 2020
Shares 72,193 Value ($000) $9,736 Avg Close — Range —
Q2 2020
Shares 72,920 Value ($000) $9,694 Avg Close — Range —
Q1 2020
Shares 73,582 Value ($000) $8,076 Avg Close — Range —
Q4 2019
Shares 90,764 Value ($000) $15,496 Avg Close — Range —
Q3 2019
Shares 91,938 Value ($000) $14,701 Avg Close — Range —
Q2 2019
Shares 92,457 Value ($000) $14,744 Avg Close — Range —
Q1 2019
Shares 93,573 Value ($000) $14,688 Avg Close — Range —
Q4 2018
Shares 86,766 Value ($000) $12,003 Avg Close — Range —
Q3 2018
Shares 91,317 Value ($000) $15,280 Avg Close — Range —
Q2 2018
Shares 88,287 Value ($000) $14,305 Avg Close — Range —
Q1 2018
Shares 89,764 Value ($000) $13,869 Avg Close — Range —
Q4 2017
Shares 91,671 Value ($000) $14,677 Avg Close — Range —