ISHARES TR

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

FORVIS Wealth Advisors, LLC's Holding History (CIK: 0001352864)

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

Q4 2025
Shares 128,755 Value ($000) $15,474 Avg Close Range
Q3 2025
Shares 129,872 Value ($000) $15,433 Avg Close Range
Q2 2025
Shares 138,005 Value ($000) $15,083 Avg Close Range
Q1 2025
Shares 140,873 Value ($000) $14,731 Avg Close Range
Q4 2024
Shares 142,902 Value ($000) $16,465 Avg Close Range
Q3 2024
Shares 149,453 Value ($000) $17,480 Avg Close Range
Q2 2024
Shares 168,530 Value ($000) $17,975 Avg Close Range
Q1 2024
Shares 172,848 Value ($000) $19,103 Avg Close Range
Q4 2023
Shares 168,896 Value ($000) $18,283 Avg Close Range
Q3 2023
Shares 174,763 Value ($000) $16,485 Avg Close Range
Q2 2023
Shares 166,218 Value ($000) $16,564 Avg Close Range
Q1 2023
Shares 172,038 Value ($000) $16,636 Avg Close Range
Q4 2022
Shares 176,693 Value ($000) $16,722 Avg Close Range
Q3 2022
Shares 214,899 Value ($000) $18,737 Avg Close Range
Q2 2022
Shares 339,069 Value ($000) $31,333 Avg Close Range
Q1 2022
Shares 375,573 Value ($000) $40,517 Avg Close Range
Q4 2021
Shares 359,617 Value ($000) $41,180 Avg Close Range
Q3 2021
Shares 350,926 Value ($000) $38,318 Avg Close Range
Q2 2021
Shares 343,581 Value ($000) $38,818 Avg Close Range
Q1 2021
Shares 336,225 Value ($000) $36,491 Avg Close Range
Q4 2020
Shares 287,849 Value ($000) $26,453 Avg Close Range
Q3 2020
Shares 185,046 Value ($000) $12,996 Avg Close Range
Q2 2020
Shares 24,870 Value ($000) $1,698 Avg Close Range
Q1 2020
Shares 13,207 Value ($000) $741 Avg Close Range
Q4 2019
Shares 13,622 Value ($000) $1,142 Avg Close Range
Q3 2019
Shares 13,229 Value ($000) $1,030 Avg Close Range
Q2 2019
Shares 11,360 Value ($000) $889 Avg Close Range
Q1 2019
Shares 7,728 Value ($000) $596 Avg Close Range
Q4 2018
Shares 8,679 Value ($000) $602 Avg Close Range
Q3 2018
Shares 11,753 Value ($000) $1,025 Avg Close Range
Q2 2018
Shares 11,822 Value ($000) $987 Avg Close Range
Q1 2018
Shares 11,577 Value ($000) $892 Avg Close Range
Q4 2017
Shares 11,577 Value ($000) $889 Avg Close Range
Q3 2017
Shares 12,002 Value ($000) $891 Avg Close Range
Q2 2017
Shares 12,108 Value ($000) $849 Avg Close Range
Q1 2017
Shares 11,814 Value ($000) $817 Avg Close Range
Q4 2016
Shares 5,932 Value ($000) $816 Avg Close Range
Q3 2016
Shares 5,944 Value ($000) $738 Avg Close Range
Q2 2016
Shares 6,016 Value ($000) $699 Avg Close Range
Q1 2016
Shares 6,027 Value ($000) $678 Avg Close Range
Q4 2015
Shares 6,826 Value ($000) $752 Avg Close Range
Q3 2015
Shares 6,928 Value ($000) $738 Avg Close Range
Q2 2015
Shares 6,928 Value ($000) $817 Avg Close Range
Q1 2015
Shares 7,699 Value ($000) $909 Avg Close Range
Q4 2014
Shares 5,139 Value ($000) $586 Avg Close Range