ISHARES TR

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

SVB WEALTH LLC's Holding History (CIK: 0001626116)

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

Q4 2025
Shares 54,305 Value ($000) $6,526 Avg Close — Range —
Q3 2025
Shares 57,911 Value ($000) $6,882 Avg Close — Range —
Q2 2025
Shares 78,310 Value ($000) $8,559 Avg Close — Range —
Q4 2024
Shares 154,586 Value ($000) $17,811 Avg Close — Range —
Q2 2024
Shares 163,613 Value ($000) $17,451 Avg Close — Range —
Q1 2024
Shares 201,522 Value ($000) $22,272 Avg Close — Range —
Q4 2023
Shares 220,252 Value ($000) $23,842 Avg Close — Range —
Q3 2023
Shares 277,493 Value ($000) $26,176 Avg Close — Range —
Q2 2023
Shares 306,310 Value ($000) $30,524 Avg Close — Range —
Q1 2023
Shares 392,009 Value ($000) $37,907 Avg Close — Range —
Q4 2022
Shares 456,767 Value ($000) $43,228 Avg Close — Range —
Q3 2022
Shares 395,873 Value ($000) $34,517 Avg Close — Range —
Q2 2022
Shares 353,020 Value ($000) $32,623 Avg Close — Range —
Q1 2022
Shares 338,216 Value ($000) $36,486 Avg Close — Range —
Q4 2021
Shares 322,325 Value ($000) $36,909 Avg Close — Range —
Q3 2021
Shares 301,815 Value ($000) $32,955 Avg Close — Range —
Q2 2021
Shares 288,821 Value ($000) $32,631 Avg Close — Range —
Q1 2021
Shares 270,084 Value ($000) $29,312 Avg Close — Range —
Q4 2020
Shares 241,023 Value ($000) $22,149 Avg Close — Range —
Q3 2020
Shares 224,743 Value ($000) $15,784 Avg Close — Range —
Q2 2020
Shares 219,027 Value ($000) $14,957 Avg Close — Range —
Q1 2020
Shares 4,942 Value ($000) $277 Avg Close — Range —
Q4 2019
Shares 215,344 Value ($000) $18,056 Avg Close — Range —
Q3 2019
Shares 211,218 Value ($000) $16,441 Avg Close — Range —
Q2 2019
Shares 224,981 Value ($000) $17,612 Avg Close — Range —