ISHARES TR

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

Laidlaw Wealth Management LLC's Holding History (CIK: 0001800608)

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

Q4 2023
Shares 2,433 Value ($000) $263 Avg Close Range
Q3 2023
Shares 2,319 Value ($000) $219 Avg Close Range
Q2 2023
Shares 3,536 Value ($000) $352 Avg Close Range
Q1 2023
Shares 3,281 Value ($000) $317 Avg Close Range
Q4 2022
Shares 3,315 Value ($000) $314 Avg Close Range
Q3 2022
Shares 3,304 Value ($000) $288 Avg Close Range
Q2 2022
Shares 9,315 Value ($000) $861 Avg Close Range
Q1 2022
Shares 16,757 Value ($000) $1,808 Avg Close Range
Q4 2021
Shares 16,919 Value ($000) $1,937 Avg Close Range
Q4 2020
Shares 2,953 Value ($000) $271 Avg Close Range