ISHARES TR

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

National Wealth Management Group, LLC's Holding History (CIK: 0001977723)

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

Q4 2025
Shares 9,209 Value ($000) $1,107 Avg Close — Range —
Q3 2025
Shares 8,626 Value ($000) $1,025 Avg Close — Range —
Q2 2025
Shares 7,912 Value ($000) $865 Avg Close — Range —
Q1 2025
Shares 7,793 Value ($000) $815 Avg Close — Range —
Q4 2024
Shares 7,424 Value ($000) $855 Avg Close — Range —
Q3 2024
Shares 7,398 Value ($000) $865 Avg Close — Range —
Q2 2024
Shares 8,604 Value ($000) $918 Avg Close — Range —
Q1 2024
Shares 8,296 Value ($000) $917 Avg Close — Range —
Q4 2023
Shares 8,200 Value ($000) $888 Avg Close — Range —
Q3 2023
Shares 4,767 Value ($000) $450 Avg Close — Range —
Q2 2023
Shares 13,300 Value ($000) $1,373 Avg Close — Range —
Q1 2023
Shares 8,899 Value ($000) $817 Avg Close — Range —
Q4 2022
Shares 5,951 Value ($000) $563 Avg Close — Range —
Q3 2022
Shares 5,581 Value ($000) $487 Avg Close — Range —
Q1 2022
Shares 4,653 Value ($000) $502 Avg Close — Range —