ISHARES TR

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

FSM Wealth Advisors, LLC's Holding History (CIK: 0001942548)

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

Q4 2025
Shares 162,267 Value ($000) $19,501 Avg Close — Range —
Q3 2025
Shares 158,337 Value ($000) $18,815 Avg Close — Range —
Q2 2025
Shares 139,377 Value ($000) $15,493 Avg Close — Range —
Q1 2025
Shares 129,944 Value ($000) $13,588 Avg Close — Range —
Q4 2024
Shares 127,923 Value ($000) $15,014 Avg Close — Range —
Q3 2024
Shares 117,615 Value ($000) $13,756 Avg Close — Range —
Q2 2024
Shares 104,753 Value ($000) $11,173 Avg Close — Range —
Q1 2024
Shares 95,953 Value ($000) $10,605 Avg Close — Range —
Q4 2023
Shares 80,059 Value ($000) $8,666 Avg Close — Range —
Q3 2023
Shares 70,041 Value ($000) $6,607 Avg Close — Range —
Q2 2023
Shares 53,264 Value ($000) $5,358 Avg Close — Range —
Q1 2023
Shares 40,738 Value ($000) $3,939 Avg Close — Range —
Q4 2022
Shares 31,591 Value ($000) $2,990 Avg Close — Range —
Q3 2022
Shares 26,515 Value ($000) $2,312 Avg Close — Range —
Q2 2022
Shares 23,305 Value ($000) $2,384 Avg Close — Range —