ISHARES TR

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

WFA of San Diego, LLC's Holding History (CIK: 0001821407)

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

Q4 2025
Shares 7,062 Value ($000) $849 Avg Close — Range —
Q3 2025
Shares 7,404 Value ($000) $880 Avg Close — Range —
Q2 2025
Shares 7,411 Value ($000) $810 Avg Close — Range —
Q3 2024
Shares 7,311 Value ($000) $855 Avg Close — Range —
Q2 2024
Shares 7,195 Value ($000) $767 Avg Close — Range —
Q3 2023
Shares 6,396 Value ($000) $603 Avg Close — Range —
Q2 2023
Shares 6,503 Value ($000) $648 Avg Close — Range —
Q1 2023
Shares 7,818 Value ($000) $756 Avg Close — Range —
Q4 2022
Shares 8,448 Value ($000) $799 Avg Close — Range —
Q3 2022
Shares 8,453 Value ($000) $737 Avg Close — Range —
Q2 2022
Shares 8,126 Value ($000) $751 Avg Close — Range —
Q1 2022
Shares 8,697 Value ($000) $938 Avg Close — Range —
Q4 2021
Shares 10,478 Value ($000) $1,200 Avg Close — Range —
Q3 2021
Shares 10,001 Value ($000) $1,092 Avg Close — Range —
Q2 2021
Shares 9,581 Value ($000) $1,082 Avg Close — Range —
Q1 2021
Shares 4,217 Value ($000) $458 Avg Close — Range —
Q2 2020
Shares 2,810 Value ($000) $237 Avg Close — Range —