ISHARES TR

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

Sterling Financial Planning, Inc.'s Holding History (CIK: 0001844278)

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

Q4 2025
Shares 152,975 Value ($000) $20,130 Avg Close — Range —
Q3 2025
Shares 147,868 Value ($000) $19,181 Avg Close — Range —
Q2 2025
Shares 146,424 Value ($000) $18,095 Avg Close — Range —
Q1 2025
Shares 139,790 Value ($000) $16,737 Avg Close — Range —
Q4 2024
Shares 135,140 Value ($000) $16,887 Avg Close — Range —
Q3 2024
Shares 136,739 Value ($000) $16,904 Avg Close — Range —
Q2 2024
Shares 131,801 Value ($000) $14,954 Avg Close — Range —
Q1 2024
Shares 129,620 Value ($000) $15,333 Avg Close — Range —
Q4 2023
Shares 127,875 Value ($000) $14,583 Avg Close — Range —
Q3 2023
Shares 125,713 Value ($000) $12,688 Avg Close — Range —
Q2 2023
Shares 124,039 Value ($000) $13,288 Avg Close — Range —
Q1 2023
Shares 116,317 Value ($000) $11,954 Avg Close — Range —
Q4 2022
Shares 113,537 Value ($000) $11,445 Avg Close — Range —
Q3 2022
Shares 111,313 Value ($000) $10,018 Avg Close — Range —
Q2 2022
Shares 101,075 Value ($000) $9,542 Avg Close — Range —
Q1 2022
Shares 96,815 Value ($000) $10,615 Avg Close — Range —
Q4 2021
Shares 95,201 Value ($000) $10,537 Avg Close — Range —
Q3 2021
Shares 93,490 Value ($000) $9,633 Avg Close — Range —
Q2 2021
Shares 92,358 Value ($000) $9,729 Avg Close — Range —
Q1 2021
Shares 93,676 Value ($000) $9,548 Avg Close — Range —
Q4 2020
Shares 93,897 Value ($000) $8,103 Avg Close — Range —