ISHARES TR

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

Roberts Wealth Advisors, LLC's Holding History (CIK: 0001885319)

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

Q4 2025
Shares 17,771 Value ($000) $2,136 Avg Close — Range —
Q3 2025
Shares 18,409 Value ($000) $2,188 Avg Close — Range —
Q2 2025
Shares 18,794 Value ($000) $2,054 Avg Close — Range —
Q1 2025
Shares 18,794 Value ($000) $1,965 Avg Close — Range —
Q4 2024
Shares 21,388 Value ($000) $2,503 Avg Close — Range —
Q3 2024
Shares 19,836 Value ($000) $2,272 Avg Close — Range —
Q2 2024
Shares 20,183 Value ($000) $2,130 Avg Close — Range —
Q1 2024
Shares 20,181 Value ($000) $2,090 Avg Close — Range —
Q4 2023
Shares 20,341 Value ($000) $6 Avg Close — Range —
Q3 2023
Shares 19,477 Value ($000) $1,808 Avg Close — Range —
Q2 2023
Shares 19,477 Value ($000) $1,941 Avg Close — Range —
Q1 2023
Shares 19,377 Value ($000) $1,838 Avg Close — Range —
Q4 2022
Shares 19,377 Value ($000) $1,831 Avg Close — Range —
Q3 2022
Shares 19,427 Value ($000) $1,782 Avg Close — Range —
Q2 2022
Shares 19,413 Value ($000) $1,820 Avg Close — Range —
Q1 2022
Shares 19,913 Value ($000) $2,171 Avg Close — Range —
Q4 2021
Shares 19,798 Value ($000) $2,292 Avg Close — Range —
Q3 2021
Shares 18,593 Value ($000) $2,030 Avg Close — Range —