ISHARES TR

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

VANCE WEALTH, LLC's Holding History (CIK: 0001910854)

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

Q4 2025
Shares 16,746 Value ($000) $2,204 Avg Close — Range —
Q3 2025
Shares 17,746 Value ($000) $2,302 Avg Close — Range —
Q2 2025
Shares 18,618 Value ($000) $2,301 Avg Close — Range —
Q1 2025
Shares 22,596 Value ($000) $2,705 Avg Close — Range —
Q4 2024
Shares 24,605 Value ($000) $3,075 Avg Close — Range —
Q3 2024
Shares 24,964 Value ($000) $3,086 Avg Close — Range —
Q2 2024
Shares 26,456 Value ($000) $3,002 Avg Close — Range —
Q1 2024
Shares 26,475 Value ($000) $3,132 Avg Close — Range —
Q4 2023
Shares 27,099 Value ($000) $3,090 Avg Close — Range —
Q3 2023
Shares 32,869 Value ($000) $3,317 Avg Close — Range —
Q2 2023
Shares 31,979 Value ($000) $3,426 Avg Close — Range —
Q1 2023
Shares 22,610 Value ($000) $2,324 Avg Close — Range —
Q4 2022
Shares 19,783 Value ($000) $1,994 Avg Close — Range —
Q3 2022
Shares 11,222 Value ($000) $1,010 Avg Close — Range —
Q2 2022
Shares 3,955 Value ($000) $373 Avg Close — Range —