ISHARES TR

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

LMG Wealth Partners, LLC's Holding History (CIK: 0001965772)

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

Q4 2025
Shares 62,459 Value ($000) $8,219 Avg Close — Range —
Q3 2025
Shares 59,111 Value ($000) $7,668 Avg Close — Range —
Q2 2025
Shares 59,110 Value ($000) $7,305 Avg Close — Range —
Q1 2025
Shares 58,244 Value ($000) $6,974 Avg Close — Range —
Q4 2024
Shares 57,830 Value ($000) $7,226 Avg Close — Range —
Q3 2024
Shares 57,712 Value ($000) $7,134 Avg Close — Range —
Q2 2024
Shares 57,721 Value ($000) $6,549 Avg Close — Range —
Q1 2024
Shares 57,383 Value ($000) $6,788 Avg Close — Range —
Q4 2023
Shares 57,465 Value ($000) $6,553 Avg Close — Range —
Q3 2023
Shares 57,496 Value ($000) $5,803 Avg Close — Range —
Q2 2023
Shares 56,740 Value ($000) $6,079 Avg Close — Range —
Q1 2023
Shares 56,940 Value ($000) $5,852 Avg Close — Range —
Q4 2022
Shares 56,221 Value ($000) $6,099 Avg Close — Range —