ISHARES TR

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

Kovitz Investment Group Partners, LLC's Holding History (CIK: 0001665198)

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

Q4 2025
Shares 68,017 Value ($000) $8,174 Avg Close — Range —
Q3 2025
Shares 831,644 Value ($000) $98,824 Avg Close — Range —
Q2 2025
Shares 837,031 Value ($000) $91,479 Avg Close — Range —
Q1 2025
Shares 843,652 Value ($000) $88,221 Avg Close — Range —
Q4 2024
Shares 925,075 Value ($000) $106,622 Avg Close — Range —
Q3 2024
Shares 867,507 Value ($000) $65,004 Avg Close — Range —
Q2 2024
Shares 810,438 Value ($000) $86,451 Avg Close — Range —
Q1 2024
Shares 447,794 Value ($000) $49,490 Avg Close — Range —
Q3 2023
Shares 8,386 Value ($000) $791 Avg Close — Range —
Q2 2023
Shares 7,703 Value ($000) $768 Avg Close — Range —
Q1 2023
Shares 59,369 Value ($000) $6 Avg Close — Range —
Q4 2022
Shares 53,724 Value ($000) $5 Avg Close — Range —
Q3 2022
Shares 53,791 Value ($000) $4,690 Avg Close — Range —
Q2 2022
Shares 68,487 Value ($000) $6,329 Avg Close — Range —
Q1 2022
Shares 68,415 Value ($000) $7,381 Avg Close — Range —
Q4 2021
Shares 68,486 Value ($000) $6,294 Avg Close — Range —
Q3 2021
Shares 68,284 Value ($000) $7,456 Avg Close — Range —
Q2 2021
Shares 68,265 Value ($000) $7,713 Avg Close — Range —
Q1 2021
Shares 68,259 Value ($000) $7,408 Avg Close — Range —
Q4 2020
Shares 68,486 Value ($000) $6,294 Avg Close — Range —
Q3 2020
Shares 68,250 Value ($000) $4,793 Avg Close — Range —
Q2 2020
Shares 68,250 Value ($000) $4,661 Avg Close — Range —
Q1 2020
Shares 68,250 Value ($000) $3,830 Avg Close — Range —