ISHARES TR

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

Invera Wealth Advisors, LLC's Holding History (CIK: 0001976780)

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

Q4 2025
Shares 19,508 Value ($000) $2,344 Avg Close — Range —
Q3 2025
Shares 21,001 Value ($000) $2,496 Avg Close — Range —
Q2 2025
Shares 21,018 Value ($000) $2,297 Avg Close — Range —
Q1 2025
Shares 21,123 Value ($000) $2,209 Avg Close — Range —
Q4 2023
Shares 23,473 Value ($000) $2,541 Avg Close — Range —