ISHARES TR

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

TFO Wealth Partners, LLC's Holding History (CIK: 0001698750)

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

Q4 2025
Shares 92,536 Value ($000) $11,121 Avg Close — Range —
Q3 2025
Shares 92,703 Value ($000) $11,016 Avg Close — Range —
Q2 2025
Shares 92,632 Value ($000) $10,124 Avg Close — Range —
Q1 2025
Shares 92,655 Value ($000) $9,689 Avg Close — Range —
Q3 2024
Shares 93,984 Value ($000) $10,992 Avg Close — Range —
Q2 2024
Shares 93,576 Value ($000) $9,981 Avg Close — Range —
Q1 2024
Shares 93,290 Value ($000) $10,310 Avg Close — Range —
Q4 2023
Shares 93,369 Value ($000) $10,107 Avg Close — Range —
Q3 2023
Shares 94,808 Value ($000) $9,448 Avg Close — Range —
Q2 2023
Shares 93,810 Value ($000) $9,348 Avg Close — Range —
Q1 2023
Shares 93,010 Value ($000) $8,994 Avg Close — Range —
Q4 2022
Shares 77 Value ($000) $4 Avg Close — Range —
Q3 2022
Shares 93,460 Value ($000) $8,149 Avg Close — Range —
Q2 2022
Shares 97,178 Value ($000) $8,980 Avg Close — Range —
Q1 2022
Shares 97,075 Value ($000) $10,472 Avg Close — Range —
Q4 2021
Shares 97,072 Value ($000) $10,737 Avg Close — Range —
Q3 2021
Shares 97,216 Value ($000) $10,615 Avg Close — Range —
Q2 2021
Shares 97,216 Value ($000) $10,949 Avg Close — Range —
Q1 2021
Shares 97,144 Value ($000) $10,543 Avg Close — Range —
Q4 2020
Shares 99,251 Value ($000) $9,121 Avg Close — Range —
Q3 2020
Shares 99,830 Value ($000) $7,011 Avg Close — Range —
Q2 2020
Shares 99,840 Value ($000) $6,818 Avg Close — Range —
Q1 2020
Shares 100,828 Value ($000) $5,657 Avg Close — Range —
Q4 2019
Shares 101,135 Value ($000) $8,480 Avg Close — Range —