ISHARES TR

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

TruWealth Advisors, LLC's Holding History (CIK: 0001834985)

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

Q4 2025
Shares 11,709 Value ($000) $1,407 Avg Close — Range —
Q3 2025
Shares 11,161 Value ($000) $1,326 Avg Close — Range —
Q2 2025
Shares 3,917 Value ($000) $428 Avg Close — Range —
Q1 2025
Shares 3,917 Value ($000) $410 Avg Close — Range —
Q4 2024
Shares 3,917 Value ($000) $451 Avg Close — Range —
Q3 2024
Shares 3,917 Value ($000) $458 Avg Close — Range —
Q2 2024
Shares 3,917 Value ($000) $418 Avg Close — Range —
Q1 2024
Shares 3,703 Value ($000) $409 Avg Close — Range —
Q4 2023
Shares 3,707 Value ($000) $401 Avg Close — Range —
Q3 2023
Shares 3,882 Value ($000) $366 Avg Close — Range —
Q2 2023
Shares 3,893 Value ($000) $388 Avg Close — Range —
Q1 2023
Shares 4,259 Value ($000) $412 Avg Close — Range —
Q4 2022
Shares 3,523 Value ($000) $333 Avg Close — Range —
Q3 2022
Shares 3,543 Value ($000) $309 Avg Close — Range —
Q2 2022
Shares 3,576 Value ($000) $330 Avg Close — Range —
Q1 2022
Shares 3,294 Value ($000) $355 Avg Close — Range —
Q4 2021
Shares 3,297 Value ($000) $378 Avg Close — Range —
Q3 2021
Shares 3,294 Value ($000) $360 Avg Close — Range —
Q2 2021
Shares 3,589 Value ($000) $405 Avg Close — Range —
Q1 2021
Shares 3,364 Value ($000) $365 Avg Close — Range —
Q4 2020
Shares 3,401 Value ($000) $313 Avg Close — Range —