ISHARES TR

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

WMG Financial Advisors, LLC's Holding History (CIK: 0001906711)

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

Q3 2025
Shares 4,871 Value ($000) $579 Avg Close — Range —
Q2 2025
Shares 4,871 Value ($000) $532 Avg Close — Range —
Q1 2025
Shares 4,809 Value ($000) $503 Avg Close — Range —
Q4 2024
Shares 4,809 Value ($000) $554 Avg Close — Range —
Q3 2024
Shares 4,809 Value ($000) $562 Avg Close — Range —
Q2 2024
Shares 4,809 Value ($000) $513 Avg Close — Range —
Q1 2024
Shares 4,819 Value ($000) $533 Avg Close — Range —
Q4 2023
Shares 4,819 Value ($000) $522 Avg Close — Range —
Q3 2023
Shares 4,819 Value ($000) $455 Avg Close — Range —
Q2 2023
Shares 4,819 Value ($000) $480 Avg Close — Range —
Q1 2023
Shares 4,790 Value ($000) $466 Avg Close — Range —
Q4 2022
Shares 4,862 Value ($000) $460 Avg Close — Range —
Q3 2022
Shares 4,887 Value ($000) $426 Avg Close — Range —
Q2 2022
Shares 5,055 Value ($000) $467 Avg Close — Range —
Q1 2022
Shares 5,155 Value ($000) $557 Avg Close — Range —
Q4 2021
Shares 5,108 Value ($000) $584 Avg Close — Range —