ISHARES TR

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

ENZI WEALTH's Holding History (CIK: 0001887441)

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

Q4 2025
Shares 58,800 Value ($000) $7,482 Avg Close Range
Q3 2025
Shares 178,659 Value ($000) $21,044 Avg Close Range
Q2 2025
Shares 180,201 Value ($000) $20,330 Avg Close Range
Q1 2025
Shares 180,295 Value ($000) $18,008 Avg Close Range
Q4 2024
Shares 163,937 Value ($000) $19,495 Avg Close Range
Q3 2024
Shares 161,297 Value ($000) $18,870 Avg Close Range
Q2 2024
Shares 156,529 Value ($000) $16,518 Avg Close Range
Q1 2024
Shares 155,221 Value ($000) $16,072 Avg Close Range
Q4 2023
Shares 162,499 Value ($000) $16,902 Avg Close Range
Q3 2023
Shares 171,495 Value ($000) $15,644 Avg Close Range
Q2 2023
Shares 162,455 Value ($000) $16,614 Avg Close Range
Q1 2023
Shares 152,728 Value ($000) $14,641 Avg Close Range
Q4 2022
Shares 129,183 Value ($000) $13,027 Avg Close Range
Q3 2022
Shares 116,653 Value ($000) $11,770 Avg Close Range