ISHARES TR

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

O'ROURKE & COMPANY, Inc's Holding History (CIK: 0001911468)

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

Q4 2025
Shares 2,606 Value ($000) $313 Avg Close — Range —
Q3 2025
Shares 3,034 Value ($000) $361 Avg Close — Range —
Q2 2025
Shares 2,868 Value ($000) $313 Avg Close — Range —
Q1 2025
Shares 2,936 Value ($000) $307 Avg Close — Range —
Q4 2024
Shares 3,060 Value ($000) $353 Avg Close — Range —
Q3 2024
Shares 3,314 Value ($000) $388 Avg Close — Range —
Q2 2024
Shares 3,312 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 3,312 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 3,312 Value ($000) $0 Avg Close — Range —
Q3 2023
Shares 3,312 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 3,312 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 3,318 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 3,409 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 3,409 Value ($000) $297 Avg Close — Range —
Q2 2022
Shares 3,844 Value ($000) $355 Avg Close — Range —
Q1 2022
Shares 3,842 Value ($000) $415 Avg Close — Range —
Q4 2021
Shares 3,842 Value ($000) $440 Avg Close — Range —