ISHARES TR

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

Peak Financial Management, Inc.'s Holding History (CIK: 0001669662)

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

Q4 2025
Shares 70,087 Value ($000) $8,423 Avg Close Range
Q3 2025
Shares 70,055 Value ($000) $8,325 Avg Close Range
Q2 2025
Shares 68,803 Value ($000) $7,520 Avg Close Range
Q1 2025
Shares 67,767 Value ($000) $7,086 Avg Close Range
Q4 2024
Shares 68,333 Value ($000) $7,873 Avg Close Range
Q3 2024
Shares 66,335 Value ($000) $7,759 Avg Close Range
Q2 2024
Shares 65,412 Value ($000) $6,977 Avg Close Range
Q1 2024
Shares 65,132 Value ($000) $7,198 Avg Close Range
Q4 2023
Shares 63,857 Value ($000) $6,912 Avg Close Range
Q3 2023
Shares 64,231 Value ($000) $6,059 Avg Close Range
Q2 2023
Shares 61,772 Value ($000) $6,156 Avg Close Range
Q1 2023
Shares 61,296 Value ($000) $5,927 Avg Close Range
Q4 2022
Shares 60,568 Value ($000) $5,732 Avg Close Range
Q3 2022
Shares 61,486 Value ($000) $5,361 Avg Close Range
Q2 2022
Shares 62,997 Value ($000) $5,822 Avg Close Range
Q1 2022
Shares 62,304 Value ($000) $6,721 Avg Close Range
Q4 2021
Shares 61,395 Value ($000) $7,030 Avg Close Range
Q3 2021
Shares 61,607 Value ($000) $6,727 Avg Close Range
Q2 2021
Shares 60,529 Value ($000) $6,839 Avg Close Range
Q1 2021
Shares 63,417 Value ($000) $6,883 Avg Close Range
Q4 2020
Shares 68,208 Value ($000) $6,268 Avg Close Range
Q3 2020
Shares 68,275 Value ($000) $4,795 Avg Close Range
Q2 2020
Shares 68,486 Value ($000) $4,677 Avg Close Range
Q1 2020
Shares 66,634 Value ($000) $3,739 Avg Close Range
Q4 2019
Shares 51,453 Value ($000) $4,314 Avg Close Range
Q3 2019
Shares 51,174 Value ($000) $3,983 Avg Close Range
Q2 2019
Shares 50,361 Value ($000) $3,942 Avg Close Range
Q1 2019
Shares 50,075 Value ($000) $3,863 Avg Close Range
Q4 2018
Shares 41,627 Value ($000) $2,886 Avg Close Range