ISHARES TR

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

Bernardo Wealth Planning LLC's Holding History (CIK: 0001765595)

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

Q4 2025
Shares 1,927 Value ($000) $232 Avg Close Range
Q3 2025
Shares 1,927 Value ($000) $229 Avg Close Range
Q2 2025
Shares 1,958 Value ($000) $0 Avg Close Range
Q1 2025
Shares 2,171 Value ($000) $0 Avg Close Range
Q4 2024
Shares 2,282 Value ($000) $258 Avg Close Range
Q3 2024
Shares 2,070 Value ($000) $0 Avg Close Range
Q2 2024
Shares 2,138 Value ($000) $228 Avg Close Range
Q1 2024
Shares 2,291 Value ($000) $253 Avg Close Range
Q4 2023
Shares 2,285 Value ($000) $247 Avg Close Range
Q3 2023
Shares 2,432 Value ($000) $229 Avg Close Range
Q2 2023
Shares 2,243 Value ($000) $224 Avg Close Range
Q1 2023
Shares 2,289 Value ($000) $221 Avg Close Range
Q4 2022
Shares 2,475 Value ($000) $234 Avg Close Range
Q3 2022
Shares 2,490 Value ($000) $229 Avg Close Range
Q2 2022
Shares 2,707 Value ($000) $250 Avg Close Range
Q1 2022
Shares 4,894 Value ($000) $528 Avg Close Range
Q4 2021
Shares 3,391 Value ($000) $388 Avg Close Range
Q3 2021
Shares 3,441 Value ($000) $375 Avg Close Range
Q2 2021
Shares 3,366 Value ($000) $380 Avg Close Range
Q1 2021
Shares 3,157 Value ($000) $342 Avg Close Range
Q4 2020
Shares 6,406 Value ($000) $588 Avg Close Range
Q3 2020
Shares 6,069 Value ($000) $426 Avg Close Range
Q2 2020
Shares 5,065 Value ($000) $345 Avg Close Range
Q1 2020
Shares 9,372 Value ($000) $525 Avg Close Range
Q4 2019
Shares 9,355 Value ($000) $784 Avg Close Range
Q3 2019
Shares 9,354 Value ($000) $728 Avg Close Range
Q2 2019
Shares 9,837 Value ($000) $770 Avg Close Range
Q1 2019
Shares 10,854 Value ($000) $837 Avg Close Range
Q4 2018
Shares 11,240 Value ($000) $779 Avg Close Range