ISHARES TR

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

Lutz Financial Services LLC's Holding History (CIK: 0001737112)

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

Q4 2025
Shares 191,033 Value ($000) $22,958 Avg Close — Range —
Q3 2025
Shares 179,914 Value ($000) $21,379 Avg Close — Range —
Q2 2025
Shares 178,244 Value ($000) $19,480 Avg Close — Range —
Q1 2025
Shares 186,663 Value ($000) $19,519 Avg Close — Range —
Q4 2024
Shares 187,109 Value ($000) $21,559 Avg Close — Range —
Q3 2024
Shares 190,103 Value ($000) $22,234 Avg Close — Range —
Q2 2024
Shares 186,675 Value ($000) $19,911 Avg Close — Range —
Q1 2024
Shares 187,076 Value ($000) $20,676 Avg Close — Range —
Q4 2023
Shares 186,123 Value ($000) $20,148 Avg Close — Range —
Q3 2023
Shares 172,529 Value ($000) $16,275 Avg Close — Range —
Q2 2023
Shares 171,254 Value ($000) $17,065 Avg Close — Range —
Q1 2023
Shares 166,768 Value ($000) $16,126 Avg Close — Range —
Q4 2022
Shares 170,546 Value ($000) $16,141 Avg Close — Range —
Q3 2022
Shares 169,625 Value ($000) $14,790 Avg Close — Range —
Q2 2022
Shares 156,325 Value ($000) $14,446 Avg Close — Range —
Q1 2022
Shares 164,247 Value ($000) $17,719 Avg Close — Range —
Q4 2021
Shares 151,215 Value ($000) $17,316 Avg Close — Range —
Q3 2021
Shares 150,554 Value ($000) $16,439 Avg Close — Range —
Q2 2021
Shares 151,289 Value ($000) $17,093 Avg Close — Range —
Q1 2021
Shares 150,838 Value ($000) $16,370 Avg Close — Range —
Q4 2020
Shares 147,536 Value ($000) $13,559 Avg Close — Range —
Q3 2020
Shares 145,378 Value ($000) $10,210 Avg Close — Range —
Q2 2020
Shares 149,355 Value ($000) $10,199 Avg Close — Range —
Q1 2020
Shares 116,784 Value ($000) $6,553 Avg Close — Range —
Q4 2019
Shares 158,576 Value ($000) $13,297 Avg Close — Range —
Q3 2019
Shares 151,448 Value ($000) $11,789 Avg Close — Range —
Q2 2019
Shares 165,257 Value ($000) $12,936 Avg Close — Range —
Q1 2019
Shares 151,199 Value ($000) $11,665 Avg Close — Range —
Q4 2018
Shares 110,826 Value ($000) $7,682 Avg Close — Range —
Q3 2018
Shares 87,071 Value ($000) $7,596 Avg Close — Range —
Q2 2018
Shares 61,687 Value ($000) $5,148 Avg Close — Range —
Q1 2018
Shares 51,319 Value ($000) $3,952 Avg Close — Range —
Q4 2017
Shares 45,795 Value ($000) $3,517 Avg Close — Range —