ISHARES TR

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

Stone Point Wealth LLC's Holding History (CIK: 0001908192)

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

Q4 2025
Shares 33,044 Value ($000) $3,971 Avg Close — Range —
Q3 2025
Shares 33,287 Value ($000) $3,955 Avg Close — Range —
Q2 2025
Shares 34,838 Value ($000) $3,807 Avg Close — Range —
Q1 2025
Shares 39,753 Value ($000) $4,157 Avg Close — Range —
Q4 2024
Shares 39,974 Value ($000) $4,606 Avg Close — Range —
Q3 2024
Shares 39,591 Value ($000) $4,631 Avg Close — Range —
Q2 2024
Shares 37,728 Value ($000) $4,024 Avg Close — Range —
Q1 2024
Shares 35,965 Value ($000) $3,975 Avg Close — Range —
Q4 2023
Shares 32,307 Value ($000) $3,497 Avg Close — Range —
Q3 2023
Shares 32,370 Value ($000) $3,053 Avg Close — Range —
Q2 2023
Shares 32,779 Value ($000) $3,266 Avg Close — Range —
Q1 2023
Shares 30,844 Value ($000) $2,983 Avg Close — Range —
Q4 2022
Shares 30,731 Value ($000) $2,908 Avg Close — Range —
Q3 2022
Shares 26,098 Value ($000) $2,275 Avg Close — Range —
Q2 2022
Shares 23,794 Value ($000) $2,199 Avg Close — Range —
Q1 2022
Shares 23,141 Value ($000) $2,526 Avg Close — Range —
Q4 2021
Shares 19,627 Value ($000) $2,247 Avg Close — Range —