ISHARES TR

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

Evergreen Advisors, LLC's Holding History (CIK: 0001762294)

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

Q4 2025
Shares 177,537 Value ($000) $21,336 Avg Close — Range —
Q2 2025
Shares 169,036 Value ($000) $18,474 Avg Close — Range —
Q1 2025
Shares 170,182 Value ($000) $17,796 Avg Close — Range —
Q4 2024
Shares 171,964 Value ($000) $19,814 Avg Close — Range —
Q3 2024
Shares 170,633 Value ($000) $19,957 Avg Close — Range —
Q2 2024
Shares 166,877 Value ($000) $17,799 Avg Close — Range —
Q1 2024
Shares 161,535 Value ($000) $17,853 Avg Close — Range —
Q4 2023
Shares 160,747 Value ($000) $17,401 Avg Close — Range —
Q3 2023
Shares 157,359 Value ($000) $14,844 Avg Close — Range —
Q2 2023
Shares 152,771 Value ($000) $15,224 Avg Close — Range —
Q1 2023
Shares 149,698 Value ($000) $14,476 Avg Close — Range —
Q4 2022
Shares 146,155 Value ($000) $13,832 Avg Close — Range —
Q3 2022
Shares 145,175 Value ($000) $12,658 Avg Close — Range —
Q2 2022
Shares 141,024 Value ($000) $13,032 Avg Close — Range —
Q1 2022
Shares 140,224 Value ($000) $15,127 Avg Close — Range —
Q4 2021
Shares 134,710 Value ($000) $15,426 Avg Close — Range —
Q3 2021
Shares 133,349 Value ($000) $14,560 Avg Close — Range —
Q2 2021
Shares 127,889 Value ($000) $13,880 Avg Close — Range —
Q1 2021
Shares 127,889 Value ($000) $13,880 Avg Close — Range —
Q4 2020
Shares 123,288 Value ($000) $11,330 Avg Close — Range —
Q4 2019
Shares 3,212 Value ($000) $269 Avg Close — Range —
Q3 2019
Shares 5,343 Value ($000) $416 Avg Close — Range —
Q2 2019
Shares 5,313 Value ($000) $416 Avg Close — Range —
Q1 2019
Shares 5,296 Value ($000) $409 Avg Close — Range —
Q4 2018
Shares 5,307 Value ($000) $368 Avg Close — Range —