ISHARES TR

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

JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s Holding History (CIK: 0002006637)

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

Q4 2025
Shares 15,820 Value ($000) $1,901 Avg Close — Range —
Q3 2025
Shares 15,122 Value ($000) $1,797 Avg Close — Range —
Q2 2025
Shares 13,001 Value ($000) $1,421 Avg Close — Range —
Q1 2025
Shares 13,074 Value ($000) $1,367 Avg Close — Range —
Q4 2024
Shares 13,087 Value ($000) $1,508 Avg Close — Range —
Q3 2024
Shares 12,401 Value ($000) $1,450 Avg Close — Range —
Q2 2024
Shares 11,947 Value ($000) $1,274 Avg Close — Range —
Q1 2024
Shares 11,377 Value ($000) $1,257 Avg Close — Range —
Q4 2023
Shares 10,745 Value ($000) $1,163 Avg Close — Range —
Q3 2023
Shares 10,444 Value ($000) $985 Avg Close — Range —