ISHARES TR

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

Wells Financial Advisors INC's Holding History (CIK: 0001844454)

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

Q4 2025
Shares 1,898 Value ($000) $228 Avg Close — Range —
Q3 2025
Shares 3,642 Value ($000) $433 Avg Close — Range —
Q2 2025
Shares 3,970 Value ($000) $434 Avg Close — Range —
Q1 2025
Shares 4,751 Value ($000) $497 Avg Close — Range —
Q4 2024
Shares 4,751 Value ($000) $547 Avg Close — Range —
Q3 2024
Shares 4,824 Value ($000) $564 Avg Close — Range —
Q2 2024
Shares 4,824 Value ($000) $515 Avg Close — Range —
Q1 2024
Shares 4,824 Value ($000) $533 Avg Close — Range —
Q4 2023
Shares 8,024 Value ($000) $869 Avg Close — Range —
Q3 2023
Shares 6,014 Value ($000) $567 Avg Close — Range —
Q2 2023
Shares 5,959 Value ($000) $594 Avg Close — Range —
Q1 2023
Shares 6,809 Value ($000) $658 Avg Close — Range —
Q4 2022
Shares 6,844 Value ($000) $648 Avg Close — Range —
Q3 2022
Shares 4,061 Value ($000) $354 Avg Close — Range —
Q2 2022
Shares 4,061 Value ($000) $375 Avg Close — Range —
Q1 2022
Shares 4,213 Value ($000) $454 Avg Close — Range —
Q4 2021
Shares 8,443 Value ($000) $967 Avg Close — Range —
Q3 2021
Shares 3,518 Value ($000) $384 Avg Close — Range —
Q2 2021
Shares 5,283 Value ($000) $597 Avg Close — Range —
Q1 2021
Shares 3,253 Value ($000) $353 Avg Close — Range —
Q4 2020
Shares 26,596 Value ($000) $2,444 Avg Close — Range —