ISHARES TR

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

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001352860)

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

Q4 2025
Shares 4,417 Value ($000) $531 Avg Close — Range —
Q3 2025
Shares 4,411 Value ($000) $524 Avg Close — Range —
Q2 2025
Shares 4,339 Value ($000) $474 Avg Close — Range —
Q1 2025
Shares 4,127 Value ($000) $432 Avg Close — Range —
Q4 2024
Shares 3,589 Value ($000) $414 Avg Close — Range —
Q3 2024
Shares 3,388 Value ($000) $396 Avg Close — Range —
Q2 2024
Shares 3,296 Value ($000) $352 Avg Close — Range —
Q1 2024
Shares 3,081 Value ($000) $341 Avg Close — Range —
Q4 2023
Shares 2,268 Value ($000) $246 Avg Close — Range —
Q3 2023
Shares 1,936 Value ($000) $183 Avg Close — Range —
Q2 2023
Shares 1,561 Value ($000) $156 Avg Close — Range —
Q1 2023
Shares 1,141 Value ($000) $110 Avg Close — Range —
Q4 2022
Shares 471 Value ($000) $45 Avg Close — Range —
Q3 2022
Shares 156 Value ($000) $14 Avg Close — Range —
Q2 2022
Shares 14 Value ($000) $1 Avg Close — Range —
Q1 2022
Shares 14 Value ($000) $2 Avg Close — Range —
Q4 2021
Shares 219 Value ($000) $25 Avg Close — Range —