ISHARES TR

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

KWB Wealth's Holding History (CIK: 0001822236)

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

Q4 2025
Shares 13,267 Value ($000) $1,594 Avg Close — Range —
Q3 2025
Shares 8,762 Value ($000) $958 Avg Close — Range —
Q2 2025
Shares 9,512 Value ($000) $995 Avg Close — Range —
Q1 2025
Shares 9,707 Value ($000) $1,118 Avg Close — Range —
Q4 2024
Shares 9,672 Value ($000) $1,131 Avg Close — Range —
Q3 2024
Shares 9,661 Value ($000) $1,030 Avg Close — Range —
Q2 2024
Shares 9,476 Value ($000) $1,047 Avg Close — Range —
Q1 2024
Shares 9,864 Value ($000) $1,090 Avg Close — Range —
Q4 2023
Shares 9,882 Value ($000) $1,070 Avg Close — Range —
Q3 2023
Shares 10,169 Value ($000) $1,013 Avg Close — Range —
Q2 2023
Shares 10,547 Value ($000) $1,051 Avg Close — Range —
Q1 2023
Shares 15,686 Value ($000) $1,484 Avg Close — Range —
Q4 2022
Shares 14,744 Value ($000) $1,395 Avg Close — Range —
Q3 2022
Shares 16,568 Value ($000) $1,445 Avg Close — Range —
Q2 2022
Shares 17,229 Value ($000) $1,592 Avg Close — Range —
Q1 2022
Shares 20,495 Value ($000) $2,347 Avg Close — Range —
Q4 2021
Shares 20,495 Value ($000) $2,347 Avg Close — Range —
Q3 2021
Shares 20,947 Value ($000) $2,287 Avg Close — Range —
Q2 2021
Shares 23,801 Value ($000) $2,583 Avg Close — Range —
Q1 2021
Shares 23,828 Value ($000) $2,586 Avg Close — Range —
Q4 2020
Shares 28,975 Value ($000) $2,663 Avg Close — Range —