ISHARES TR

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

Palumbo Wealth Management LLC's Holding History (CIK: 0001846310)

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

Q4 2025
Shares 55,384 Value ($000) $6,656 Avg Close Range
Q2 2025
Shares 3,011 Value ($000) $329 Avg Close Range
Q1 2025
Shares 2,884 Value ($000) $302 Avg Close Range
Q4 2024
Shares 2,844 Value ($000) $328 Avg Close Range
Q3 2024
Shares 2,825 Value ($000) $330 Avg Close Range
Q2 2024
Shares 2,822 Value ($000) $301 Avg Close Range
Q1 2024
Shares 4,893 Value ($000) $541 Avg Close Range
Q4 2023
Shares 3,506 Value ($000) $380 Avg Close Range
Q3 2023
Shares 4,731 Value ($000) $446 Avg Close Range
Q2 2023
Shares 11,381 Value ($000) $1,134 Avg Close Range
Q1 2023
Shares 14,838 Value ($000) $1,435 Avg Close Range
Q4 2022
Shares 15,798 Value ($000) $1,495 Avg Close Range
Q3 2022
Shares 19,897 Value ($000) $1,735 Avg Close Range
Q2 2022
Shares 19,784 Value ($000) $1,828 Avg Close Range
Q1 2022
Shares 20,221 Value ($000) $2,181 Avg Close Range