ISHARES TR

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

Orgel Wealth Management, LLC's Holding History (CIK: 0001658535)

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

Q4 2025
Shares 3,452 Value ($000) $415 Avg Close — Range —
Q3 2025
Shares 3,655 Value ($000) $434 Avg Close — Range —
Q2 2025
Shares 4,183 Value ($000) $457 Avg Close — Range —
Q1 2025
Shares 4,165 Value ($000) $436 Avg Close — Range —
Q4 2024
Shares 4,282 Value ($000) $493 Avg Close — Range —
Q3 2024
Shares 3,954 Value ($000) $462 Avg Close — Range —
Q2 2024
Shares 3,801 Value ($000) $405 Avg Close — Range —
Q1 2024
Shares 4,004 Value ($000) $443 Avg Close — Range —
Q4 2023
Shares 4,284 Value ($000) $464 Avg Close — Range —
Q3 2023
Shares 4,120 Value ($000) $389 Avg Close — Range —
Q2 2023
Shares 5,604 Value ($000) $558 Avg Close — Range —
Q1 2023
Shares 8,530 Value ($000) $825 Avg Close — Range —
Q4 2022
Shares 9,859 Value ($000) $933 Avg Close — Range —
Q3 2022
Shares 6,824 Value ($000) $595 Avg Close — Range —
Q2 2022
Shares 6,824 Value ($000) $631 Avg Close — Range —
Q1 2022
Shares 6,643 Value ($000) $717 Avg Close — Range —
Q4 2021
Shares 3,697 Value ($000) $423 Avg Close — Range —
Q3 2021
Shares 3,431 Value ($000) $375 Avg Close — Range —
Q2 2021
Shares 3,431 Value ($000) $388 Avg Close — Range —
Q1 2021
Shares 3,431 Value ($000) $372 Avg Close — Range —
Q4 2020
Shares 3,431 Value ($000) $315 Avg Close — Range —
Q3 2020
Shares 3,659 Value ($000) $257 Avg Close — Range —
Q2 2020
Shares 3,642 Value ($000) $249 Avg Close — Range —
Q1 2020
Shares 3,760 Value ($000) $211 Avg Close — Range —
Q4 2019
Shares 4,458 Value ($000) $374 Avg Close — Range —
Q3 2019
Shares 4,458 Value ($000) $347 Avg Close — Range —
Q2 2019
Shares 4,458 Value ($000) $349 Avg Close — Range —
Q1 2019
Shares 5,035 Value ($000) $388 Avg Close — Range —
Q4 2018
Shares 5,035 Value ($000) $349 Avg Close — Range —
Q3 2018
Shares 5,035 Value ($000) $439 Avg Close — Range —
Q2 2018
Shares 5,035 Value ($000) $420 Avg Close — Range —
Q1 2018
Shares 6,117 Value ($000) $471 Avg Close — Range —
Q4 2017
Shares 6,287 Value ($000) $483 Avg Close — Range —
Q3 2017
Shares 5,205 Value ($000) $386 Avg Close — Range —