ISHARES TR

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

StoneCrest Wealth Management, Inc.'s Holding History (CIK: 0002008409)

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

Q4 2025
Shares 6,393 Value ($000) $841 Avg Close — Range —
Q3 2025
Shares 6,443 Value ($000) $836 Avg Close — Range —
Q2 2025
Shares 6,494 Value ($000) $803 Avg Close — Range —
Q1 2025
Shares 6,657 Value ($000) $797 Avg Close — Range —
Q4 2024
Shares 6,924 Value ($000) $865 Avg Close — Range —
Q3 2024
Shares 7,059 Value ($000) $873 Avg Close — Range —
Q2 2024
Shares 7,763 Value ($000) $881 Avg Close — Range —
Q1 2024
Shares 14,609 Value ($000) $1,728 Avg Close — Range —
Q4 2023
Shares 14,656 Value ($000) $1,671 Avg Close — Range —