ISHARES TR

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

BSW Wealth Partners's Holding History (CIK: 0001512601)

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

Q4 2025
Shares 4,510 Value ($000) $542 Avg Close Range
Q3 2025
Shares 4,570 Value ($000) $543 Avg Close Range
Q2 2025
Shares 4,592 Value ($000) $502 Avg Close Range
Q1 2025
Shares 5,466 Value ($000) $572 Avg Close Range
Q4 2024
Shares 4,935 Value ($000) $569 Avg Close Range
Q3 2024
Shares 4,935 Value ($000) $577 Avg Close Range
Q2 2024
Shares 2,915 Value ($000) $311 Avg Close Range
Q1 2024
Shares 3,033 Value ($000) $335 Avg Close Range
Q4 2023
Shares 3,632 Value ($000) $393 Avg Close Range
Q3 2023
Shares 4,872 Value ($000) $460 Avg Close Range
Q2 2023
Shares 4,931 Value ($000) $491 Avg Close Range
Q1 2023
Shares 6,334 Value ($000) $612 Avg Close Range
Q4 2022
Shares 6,297 Value ($000) $1 Avg Close Range
Q4 2021
Shares 1,813 Value ($000) $208 Avg Close Range
Q2 2021
Shares 1,825 Value ($000) $206 Avg Close Range
Q1 2021
Shares 1,962 Value ($000) $213 Avg Close Range
Q4 2020
Shares 4,706 Value ($000) $432 Avg Close Range
Q3 2020
Shares 4,603 Value ($000) $323 Avg Close Range
Q2 2020
Shares 4,237 Value ($000) $289 Avg Close Range
Q1 2020
Shares 5,457 Value ($000) $306 Avg Close Range
Q4 2019
Shares 2,845 Value ($000) $239 Avg Close Range
Q3 2019
Shares 5,010 Value ($000) $390 Avg Close Range
Q2 2019
Shares 5,184 Value ($000) $406 Avg Close Range
Q1 2019
Shares 5,759 Value ($000) $444 Avg Close Range
Q4 2018
Shares 6,384 Value ($000) $443 Avg Close Range
Q4 2016
Shares 2,949 Value ($000) $406 Avg Close Range