ISHARES TR

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

SARD WEALTH MANAGEMENT GROUP, LLC's Holding History (CIK: 0002010095)

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

Q4 2025
Shares 71,761 Value ($000) $8,624 Avg Close — Range —
Q3 2025
Shares 70,920 Value ($000) $8,427 Avg Close — Range —
Q2 2025
Shares 70,116 Value ($000) $7,663 Avg Close — Range —
Q1 2025
Shares 67,960 Value ($000) $7,107 Avg Close — Range —
Q4 2024
Shares 65,769 Value ($000) $7,578 Avg Close — Range —
Q3 2024
Shares 64,305 Value ($000) $7,521 Avg Close — Range —
Q2 2024
Shares 63,790 Value ($000) $6,804 Avg Close — Range —