ISHARES TR

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

Wealthquest Corp's Holding History (CIK: 0001632968)

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

Q4 2025
Shares 25,787 Value ($000) $3,099 Avg Close — Range —
Q3 2025
Shares 26,329 Value ($000) $3,129 Avg Close — Range —
Q2 2025
Shares 27,079 Value ($000) $2,959 Avg Close — Range —
Q1 2025
Shares 28,434 Value ($000) $2,973 Avg Close — Range —
Q4 2024
Shares 31,336 Value ($000) $3,611 Avg Close — Range —
Q3 2024
Shares 31,649 Value ($000) $3,654 Avg Close — Range —
Q2 2024
Shares 38,296 Value ($000) $4,085 Avg Close — Range —
Q1 2024
Shares 39,313 Value ($000) $4,345 Avg Close — Range —
Q4 2023
Shares 42,037 Value ($000) $4,551 Avg Close — Range —
Q3 2023
Shares 42,389 Value ($000) $3,999 Avg Close — Range —
Q2 2023
Shares 42,129 Value ($000) $4,198 Avg Close — Range —
Q1 2023
Shares 44,265 Value ($000) $4,280 Avg Close — Range —
Q4 2022
Shares 47,410 Value ($000) $4,487 Avg Close — Range —
Q3 2022
Shares 49,457 Value ($000) $4,312 Avg Close — Range —
Q2 2022
Shares 51,635 Value ($000) $4,771 Avg Close — Range —
Q1 2022
Shares 79,540 Value ($000) $9,108 Avg Close — Range —
Q4 2021
Shares 79,540 Value ($000) $9,108 Avg Close — Range —
Q3 2021
Shares 114,000 Value ($000) $12,447 Avg Close — Range —
Q2 2021
Shares 146,501 Value ($000) $16,551 Avg Close — Range —
Q1 2021
Shares 202,761 Value ($000) $22,005 Avg Close — Range —
Q4 2020
Shares 235,138 Value ($000) $21,609 Avg Close — Range —
Q3 2020
Shares 128,239 Value ($000) $9,006 Avg Close — Range —
Q2 2020
Shares 98,049 Value ($000) $6,695 Avg Close — Range —
Q4 2019
Shares 40,895 Value ($000) $3,429 Avg Close — Range —
Q3 2019
Shares 42,096 Value ($000) $3,276 Avg Close — Range —
Q2 2019
Shares 42,169 Value ($000) $3,301 Avg Close — Range —
Q1 2019
Shares 41,487 Value ($000) $3,200 Avg Close — Range —
Q4 2018
Shares 41,170 Value ($000) $2,853 Avg Close — Range —