ISHARES TR

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

Novak & Powell Financial Services, Inc.'s Holding History (CIK: 0002011548)

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

Q4 2025
Shares 13,121 Value ($000) $1,727 Avg Close — Range —
Q3 2025
Shares 13,429 Value ($000) $1,742 Avg Close — Range —
Q2 2025
Shares 5,805 Value ($000) $717 Avg Close — Range —
Q1 2025
Shares 13,157 Value ($000) $1,575 Avg Close — Range —
Q4 2024
Shares 14,721 Value ($000) $1,840 Avg Close — Range —
Q3 2024
Shares 14,780 Value ($000) $1,827 Avg Close — Range —
Q2 2024
Shares 14,792 Value ($000) $1,678 Avg Close — Range —
Q1 2024
Shares 6,933 Value ($000) $820 Avg Close — Range —
Q4 2023
Shares 14,690 Value ($000) $1,675 Avg Close — Range —