ISHARES TR

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

Truepoint, Inc.'s Holding History (CIK: 0001427748)

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

Q4 2025
Shares 6,073 Value ($000) $730 Avg Close — Range —
Q3 2025
Shares 6,127 Value ($000) $728 Avg Close — Range —
Q2 2025
Shares 6,138 Value ($000) $671 Avg Close — Range —
Q1 2025
Shares 6,075 Value ($000) $635 Avg Close — Range —
Q4 2024
Shares 6,085 Value ($000) $701 Avg Close — Range —
Q3 2024
Shares 6,431 Value ($000) $752 Avg Close — Range —
Q2 2024
Shares 6,383 Value ($000) $681 Avg Close — Range —
Q1 2024
Shares 6,026 Value ($000) $666 Avg Close — Range —
Q4 2023
Shares 6,449 Value ($000) $698 Avg Close — Range —
Q3 2023
Shares 7,338 Value ($000) $692 Avg Close — Range —
Q2 2023
Shares 6,838 Value ($000) $681 Avg Close — Range —
Q1 2023
Shares 6,294 Value ($000) $609 Avg Close — Range —
Q4 2022
Shares 5,877 Value ($000) $556 Avg Close — Range —
Q3 2022
Shares 6,677 Value ($000) $582 Avg Close — Range —
Q2 2022
Shares 7,077 Value ($000) $654 Avg Close — Range —
Q1 2022
Shares 7,209 Value ($000) $778 Avg Close — Range —
Q4 2021
Shares 7,886 Value ($000) $903 Avg Close — Range —
Q3 2021
Shares 7,826 Value ($000) $855 Avg Close — Range —
Q2 2021
Shares 7,586 Value ($000) $857 Avg Close — Range —
Q1 2021
Shares 7,277 Value ($000) $790 Avg Close — Range —
Q4 2020
Shares 6,859 Value ($000) $630 Avg Close — Range —
Q4 2019
Shares 15,282 Value ($000) $1,281 Avg Close — Range —
Q3 2019
Shares 15,258 Value ($000) $1,188 Avg Close — Range —
Q2 2019
Shares 16,174 Value ($000) $1,266 Avg Close — Range —
Q1 2019
Shares 19,922 Value ($000) $1,537 Avg Close — Range —
Q4 2018
Shares 16,607 Value ($000) $1,151 Avg Close — Range —
Q3 2018
Shares 12,003 Value ($000) $1,047 Avg Close — Range —
Q2 2018
Shares 11,810 Value ($000) $986 Avg Close — Range —
Q1 2018
Shares 1,065 Value ($000) $13,823 Avg Close — Range —
Q4 2017
Shares 11,438 Value ($000) $879 Avg Close — Range —
Q3 2017
Shares 9,081 Value ($000) $674 Avg Close — Range —
Q2 2017
Shares 17,579 Value ($000) $1,232 Avg Close — Range —
Q1 2017
Shares 12,108 Value ($000) $837 Avg Close — Range —
Q4 2016
Shares 12,685 Value ($000) $884 Avg Close — Range —
Q3 2016
Shares 7,914 Value ($000) $983 Avg Close — Range —
Q2 2016
Shares 9,924 Value ($000) $1,153 Avg Close — Range —
Q1 2016
Shares 9,924 Value ($000) $1,117 Avg Close — Range —
Q4 2015
Shares 9,748 Value ($000) $1,073 Avg Close — Range —
Q3 2015
Shares 6,780 Value ($000) $723 Avg Close — Range —