ISHARES TR

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

Legacy Capital Wealth Partners, LLC's Holding History (CIK: 0001766228)

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

Q4 2025
Shares 11,890 Value ($000) $459 Avg Close — Range —
Q3 2025
Shares 11,637 Value ($000) $439 Avg Close — Range —
Q2 2025
Shares 11,738 Value ($000) $406 Avg Close — Range —
Q1 2025
Shares 16,353 Value ($000) $871 Avg Close — Range —
Q4 2024
Shares 14,350 Value ($000) $729 Avg Close — Range —
Q3 2024
Shares 9,159 Value ($000) $240 Avg Close — Range —
Q2 2024
Shares 2,415 Value ($000) $258 Avg Close — Range —
Q4 2023
Shares 127,272 Value ($000) $13,777 Avg Close — Range —
Q3 2023
Shares 130,540 Value ($000) $12,314 Avg Close — Range —
Q2 2023
Shares 67,035 Value ($000) $6,680 Avg Close — Range —
Q1 2023
Shares 74,403 Value ($000) $7,195 Avg Close — Range —
Q4 2022
Shares 38,215 Value ($000) $3,617 Avg Close — Range —
Q3 2022
Shares 37,809 Value ($000) $3,297 Avg Close — Range —
Q2 2022
Shares 36,788 Value ($000) $3,400 Avg Close — Range —
Q1 2022
Shares 33,445 Value ($000) $3,608 Avg Close — Range —
Q4 2021
Shares 116,233 Value ($000) $13,057 Avg Close — Range —
Q3 2021
Shares 3,408,549 Value ($000) $12,537 Avg Close — Range —
Q2 2021
Shares 84,612 Value ($000) $9,559 Avg Close — Range —
Q1 2021
Shares 79,640 Value ($000) $8,643 Avg Close — Range —
Q4 2020
Shares 114,210 Value ($000) $10,496 Avg Close — Range —