ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

APPLETON PARTNERS INC/MA's Holding History (CIK: 0001055290)

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

Q4 2025
Shares 4,088 Value ($000) $0 Avg Close — Range —
Q3 2025
Shares 4,169 Value ($000) $0 Avg Close — Range —
Q2 2025
Shares 4,169 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 4,300 Value ($000) $0 Avg Close — Range —
Q4 2024
Shares 4,440 Value ($000) $1 Avg Close — Range —
Q3 2024
Shares 4,123 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 4,970 Value ($000) $1 Avg Close — Range —
Q1 2024
Shares 4,936 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 4,947 Value ($000) $1 Avg Close — Range —
Q3 2023
Shares 4,691 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 4,546 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 4,581 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 4,550 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 4,505 Value ($000) $393 Avg Close — Range —
Q2 2022
Shares 4,140 Value ($000) $383 Avg Close — Range —
Q1 2022
Shares 3,311 Value ($000) $357 Avg Close — Range —
Q4 2021
Shares 3,590 Value ($000) $411 Avg Close — Range —
Q3 2021
Shares 2,773 Value ($000) $303 Avg Close — Range —
Q2 2021
Shares 2,773 Value ($000) $313 Avg Close — Range —
Q1 2021
Shares 2,898 Value ($000) $315 Avg Close — Range —
Q4 2020
Shares 3,102 Value ($000) $285 Avg Close — Range —
Q3 2020
Shares 3,127 Value ($000) $220 Avg Close — Range —
Q2 2020
Shares 2,977 Value ($000) $203 Avg Close — Range —
Q4 2019
Shares 2,977 Value ($000) $250 Avg Close — Range —
Q3 2019
Shares 2,977 Value ($000) $232 Avg Close — Range —
Q2 2019
Shares 3,104 Value ($000) $243 Avg Close — Range —
Q1 2019
Shares 3,210 Value ($000) $248 Avg Close — Range —
Q4 2018
Shares 3,210 Value ($000) $223 Avg Close — Range —
Q3 2018
Shares 4,107 Value ($000) $358 Avg Close — Range —
Q2 2018
Shares 4,107 Value ($000) $343 Avg Close — Range —
Q1 2018
Shares 3,131 Value ($000) $241 Avg Close — Range —
Q4 2017
Shares 3,131 Value ($000) $240 Avg Close — Range —
Q3 2017
Shares 3,120 Value ($000) $232 Avg Close — Range —
Q2 2017
Shares 3,160 Value ($000) $222 Avg Close — Range —
Q1 2017
Shares 3,250 Value ($000) $225 Avg Close — Range —