ISHARES TR

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

SHEETS SMITH WEALTH MANAGEMENT's Holding History (CIK: 0001157436)

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

Q4 2025
Shares 37,994 Value ($000) $4,566 Avg Close — Range —
Q3 2025
Shares 37,641 Value ($000) $4,473 Avg Close — Range —
Q2 2025
Shares 38,156 Value ($000) $4,170 Avg Close — Range —
Q1 2025
Shares 37,651 Value ($000) $3,937 Avg Close — Range —
Q4 2024
Shares 40,827 Value ($000) $4,704 Avg Close — Range —
Q3 2024
Shares 41,319 Value ($000) $4,833 Avg Close — Range —
Q2 2024
Shares 42,008 Value ($000) $4,481 Avg Close — Range —
Q1 2024
Shares 41,961 Value ($000) $4,638 Avg Close — Range —
Q4 2023
Shares 43,022 Value ($000) $4,657 Avg Close — Range —
Q3 2023
Shares 45,822 Value ($000) $4,322 Avg Close — Range —
Q2 2023
Shares 48,052 Value ($000) $4,788 Avg Close — Range —
Q1 2023
Shares 49,178 Value ($000) $4,756 Avg Close — Range —
Q4 2022
Shares 51,333 Value ($000) $4,858 Avg Close — Range —
Q3 2022
Shares 50,640 Value ($000) $4,415 Avg Close — Range —
Q2 2022
Shares 48,696 Value ($000) $4,500 Avg Close — Range —
Q1 2022
Shares 15,572 Value ($000) $1,680 Avg Close — Range —
Q4 2021
Shares 15,967 Value ($000) $1,828 Avg Close — Range —
Q3 2021
Shares 18,187 Value ($000) $1,986 Avg Close — Range —
Q2 2021
Shares 18,417 Value ($000) $2,081 Avg Close — Range —
Q1 2021
Shares 18,495 Value ($000) $2,007 Avg Close — Range —
Q4 2020
Shares 38,916 Value ($000) $3,576 Avg Close — Range —
Q3 2020
Shares 46,423 Value ($000) $3,260 Avg Close — Range —
Q2 2020
Shares 46,533 Value ($000) $3,178 Avg Close — Range —
Q1 2020
Shares 22,558 Value ($000) $1,266 Avg Close — Range —
Q4 2019
Shares 3,770 Value ($000) $316 Avg Close — Range —
Q3 2019
Shares 3,787 Value ($000) $295 Avg Close — Range —
Q2 2019
Shares 3,587 Value ($000) $281 Avg Close — Range —
Q1 2019
Shares 3,586 Value ($000) $277 Avg Close — Range —
Q4 2018
Shares 3,585 Value ($000) $249 Avg Close — Range —
Q3 2018
Shares 3,584 Value ($000) $313 Avg Close — Range —
Q2 2018
Shares 3,614 Value ($000) $302 Avg Close — Range —
Q1 2018
Shares 2,739 Value ($000) $211 Avg Close — Range —
Q4 2013
Shares 9,120 Value ($000) $995 Avg Close — Range —
Q3 2013
Shares 9,280 Value ($000) $926 Avg Close — Range —
Q2 2013
Shares 9,280 Value ($000) $838 Avg Close — Range —
Q1 2013
Shares 9,340 Value ($000) $813 Avg Close — Range —