ISHARES TR

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

Capital Advisors Wealth Management, LLC's Holding History (CIK: 0001824700)

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

Q4 2025
Shares 6,924 Value ($000) $832 Avg Close — Range —
Q3 2025
Shares 7,821 Value ($000) $929 Avg Close — Range —
Q2 2025
Shares 8,749 Value ($000) $956 Avg Close — Range —
Q1 2025
Shares 12,557 Value ($000) $1,313 Avg Close — Range —
Q4 2024
Shares 12,720 Value ($000) $1,466 Avg Close — Range —
Q3 2024
Shares 12,404 Value ($000) $1,451 Avg Close — Range —
Q2 2024
Shares 12,289 Value ($000) $1,311 Avg Close — Range —
Q1 2024
Shares 12,794 Value ($000) $1,414 Avg Close — Range —
Q4 2023
Shares 13,036 Value ($000) $1,411 Avg Close — Range —
Q3 2023
Shares 18,396 Value ($000) $1,735 Avg Close — Range —
Q2 2023
Shares 18,804 Value ($000) $1,874 Avg Close — Range —
Q1 2023
Shares 17,185 Value ($000) $1,662 Avg Close — Range —
Q4 2022
Shares 16,758 Value ($000) $1,586 Avg Close — Range —
Q3 2022
Shares 16,261 Value ($000) $1,418 Avg Close — Range —
Q2 2022
Shares 20,578 Value ($000) $1,902 Avg Close — Range —
Q1 2022
Shares 51,712 Value ($000) $5,579 Avg Close — Range —
Q4 2021
Shares 67,477 Value ($000) $7,727 Avg Close — Range —
Q3 2021
Shares 58,390 Value ($000) $6,376 Avg Close — Range —
Q2 2021
Shares 37,527 Value ($000) $4,240 Avg Close — Range —
Q1 2021
Shares 31,151 Value ($000) $3,381 Avg Close — Range —