ISHARES TR

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

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2025
Shares 3,738 Value ($000) $492 Avg Close Range
Q3 2025
Shares 3,716 Value ($000) $482 Avg Close Range
Q2 2025
Shares 3,701 Value ($000) $457 Avg Close Range
Q1 2025
Shares 3,686 Value ($000) $441 Avg Close Range
Q4 2024
Shares 3,673 Value ($000) $459 Avg Close Range
Q3 2024
Shares 3,654 Value ($000) $452 Avg Close Range
Q2 2024
Shares 392,746 Value ($000) $0 Avg Close Range
Q3 2021
Shares 412 Value ($000) $42 Avg Close Range
Q2 2021
Shares 412 Value ($000) $43 Avg Close Range
Q1 2021
Shares 412 Value ($000) $36 Avg Close Range
Q4 2020
Shares 412 Value ($000) $36 Avg Close Range
Q3 2020
Shares 206 Value ($000) $28 Avg Close Range
Q2 2020
Shares 206 Value ($000) $27 Avg Close Range
Q1 2020
Shares 57 Value ($000) $6 Avg Close Range
Q4 2019
Shares 57 Value ($000) $10 Avg Close Range
Q3 2019
Shares 57 Value ($000) $9 Avg Close Range
Q2 2019
Shares 57 Value ($000) $9 Avg Close Range
Q1 2019
Shares 57 Value ($000) $8 Avg Close Range
Q4 2018
Shares 57 Value ($000) $7 Avg Close Range