ISHARES TR

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

EVERGREEN CAPITAL MANAGEMENT LLC's Holding History (CIK: 0001260824)

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

Q4 2025
Shares 170,461 Value ($000) $20,486 Avg Close — Range —
Q3 2025
Shares 170,723 Value ($000) $20,287 Avg Close — Range —
Q2 2025
Shares 169,738 Value ($000) $18,551 Avg Close — Range —
Q1 2025
Shares 112,749 Value ($000) $11,790 Avg Close — Range —
Q4 2024
Shares 107,355 Value ($000) $12,369 Avg Close — Range —
Q3 2024
Shares 106,375 Value ($000) $12,442 Avg Close — Range —
Q2 2024
Shares 108,955 Value ($000) $11,621 Avg Close — Range —
Q1 2024
Shares 109,009 Value ($000) $12,048 Avg Close — Range —
Q4 2023
Shares 104,599 Value ($000) $11,323 Avg Close — Range —
Q3 2023
Shares 75,562 Value ($000) $7,162 Avg Close — Range —
Q2 2023
Shares 76,044 Value ($000) $7,578 Avg Close — Range —
Q1 2023
Shares 71,856 Value ($000) $6,948 Avg Close — Range —
Q4 2022
Shares 71,731 Value ($000) $6,789 Avg Close — Range —
Q3 2022
Shares 76,847 Value ($000) $6,700 Avg Close — Range —
Q2 2022
Shares 74,380 Value ($000) $6,873 Avg Close — Range —
Q1 2022
Shares 85,878 Value ($000) $9,265 Avg Close — Range —
Q4 2021
Shares 84,005 Value ($000) $9,619 Avg Close — Range —
Q3 2021
Shares 77,736 Value ($000) $8,488 Avg Close — Range —
Q2 2021
Shares 72,275 Value ($000) $8,166 Avg Close — Range —
Q1 2021
Shares 71,990 Value ($000) $7,813 Avg Close — Range —
Q4 2020
Shares 76,781 Value ($000) $7,056 Avg Close — Range —
Q3 2020
Shares 75,013 Value ($000) $5,268 Avg Close — Range —
Q2 2020
Shares 48,238 Value ($000) $3,294 Avg Close — Range —
Q1 2020
Shares 15,836 Value ($000) $889 Avg Close — Range —
Q4 2019
Shares 10,786 Value ($000) $904 Avg Close — Range —
Q3 2019
Shares 10,785 Value ($000) $840 Avg Close — Range —
Q2 2019
Shares 14,523 Value ($000) $1,137 Avg Close — Range —
Q1 2019
Shares 13,785 Value ($000) $1,064 Avg Close — Range —
Q4 2018
Shares 13,785 Value ($000) $956 Avg Close — Range —
Q3 2018
Shares 13,416 Value ($000) $1,170 Avg Close — Range —
Q2 2018
Shares 13,216 Value ($000) $1,103 Avg Close — Range —
Q1 2018
Shares 13,736 Value ($000) $1,058 Avg Close — Range —
Q4 2017
Shares 13,736 Value ($000) $1,055 Avg Close — Range —
Q3 2017
Shares 13,736 Value ($000) $1,019 Avg Close — Range —