ISHARES TR

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

Triangle Securities Wealth Management's Holding History (CIK: 0001541353)

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

Q4 2025
Shares 71,762 Value ($000) $8,624 Avg Close Range
Q3 2025
Shares 66,651 Value ($000) $7,920 Avg Close Range
Q2 2025
Shares 64,436 Value ($000) $7,042 Avg Close Range
Q1 2025
Shares 63,541 Value ($000) $6,644 Avg Close Range
Q4 2024
Shares 59,658 Value ($000) $6,874 Avg Close Range
Q3 2024
Shares 59,178 Value ($000) $6,921 Avg Close Range
Q2 2024
Shares 57,753 Value ($000) $6,160 Avg Close Range
Q1 2024
Shares 54,036 Value ($000) $5,972 Avg Close Range
Q4 2023
Shares 51,788 Value ($000) $5,606 Avg Close Range
Q3 2023
Shares 49,428 Value ($000) $4,663 Avg Close Range
Q2 2023
Shares 48,711 Value ($000) $4,854 Avg Close Range
Q1 2023
Shares 48,196 Value ($000) $4,661 Avg Close Range
Q4 2022
Shares 48,131 Value ($000) $4,555 Avg Close Range
Q3 2022
Shares 44,630 Value ($000) $3,891 Avg Close Range
Q2 2022
Shares 47,297 Value ($000) $4,371 Avg Close Range
Q1 2022
Shares 45,697 Value ($000) $4,930 Avg Close Range
Q4 2021
Shares 46,567 Value ($000) $5,332 Avg Close Range
Q3 2021
Shares 44,896 Value ($000) $4,902 Avg Close Range
Q2 2021
Shares 38,941 Value ($000) $4,400 Avg Close Range
Q1 2021
Shares 39,543 Value ($000) $4,292 Avg Close Range
Q4 2020
Shares 39,629 Value ($000) $3,642 Avg Close Range
Q3 2020
Shares 40,321 Value ($000) $2,832 Avg Close Range
Q2 2020
Shares 40,011 Value ($000) $2,732 Avg Close Range
Q1 2020
Shares 36,978 Value ($000) $2,075 Avg Close Range
Q4 2019
Shares 43,224 Value ($000) $3,624 Avg Close Range
Q3 2019
Shares 39,620 Value ($000) $3,084 Avg Close Range
Q2 2019
Shares 38,079 Value ($000) $2,967 Avg Close Range
Q1 2019
Shares 34,560 Value ($000) $2,666 Avg Close Range
Q4 2018
Shares 30,536 Value ($000) $2,117 Avg Close Range
Q3 2018
Shares 29,621 Value ($000) $2,584 Avg Close Range
Q2 2018
Shares 29,611 Value ($000) $2,471 Avg Close Range
Q1 2018
Shares 27,350 Value ($000) $2,106 Avg Close Range
Q4 2017
Shares 21,030 Value ($000) $1,615 Avg Close Range
Q3 2017
Shares 18,560 Value ($000) $1,378 Avg Close Range
Q1 2017
Shares 12,753 Value ($000) $882 Avg Close Range
Q4 2016
Shares 5,824 Value ($000) $801 Avg Close Range
Q3 2016
Shares 5,749 Value ($000) $714 Avg Close Range
Q1 2015
Shares 2,195 Value ($000) $259 Avg Close Range
Q4 2014
Shares 1,980 Value ($000) $226 Avg Close Range
Q3 2014
Shares 1,980 Value ($000) $207 Avg Close Range
Q2 2014
Shares 1,980 Value ($000) $222 Avg Close Range
Q4 2013
Shares 1,980 Value ($000) $216 Avg Close Range
Q3 2013
Shares 2,210 Value ($000) $221 Avg Close Range
Q2 2013
Shares 2,210 Value ($000) $200 Avg Close Range