ISHARES TR

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

HB Wealth Management, LLC's Holding History (CIK: 0001911253)

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

Q4 2025
Shares 249,759 Value ($000) $30,016 Avg Close — Range —
Q3 2025
Shares 251,877 Value ($000) $29,931 Avg Close — Range —
Q2 2025
Shares 248,736 Value ($000) $27,184 Avg Close — Range —
Q1 2025
Shares 532,063 Value ($000) $55,638 Avg Close — Range —
Q4 2024
Shares 162,866 Value ($000) $18,764 Avg Close — Range —
Q3 2024
Shares 141,176 Value ($000) $16,512 Avg Close — Range —
Q2 2024
Shares 80,478 Value ($000) $8,584 Avg Close — Range —
Q1 2024
Shares 77,104 Value ($000) $8,522 Avg Close — Range —
Q4 2023
Shares 101,542 Value ($000) $10,992 Avg Close — Range —
Q3 2023
Shares 104,539 Value ($000) $9,861 Avg Close — Range —
Q2 2023
Shares 110,723 Value ($000) $11,034 Avg Close — Range —
Q1 2023
Shares 98,515 Value ($000) $9,526 Avg Close — Range —
Q4 2022
Shares 93,392 Value ($000) $8,839 Avg Close — Range —
Q3 2022
Shares 87,137 Value ($000) $7,597 Avg Close — Range —
Q2 2022
Shares 46,840 Value ($000) $4,328 Avg Close — Range —
Q1 2022
Shares 95,799 Value ($000) $10,335 Avg Close — Range —
Q4 2021
Shares 50,655 Value ($000) $5,801 Avg Close — Range —