ISHARES TR

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

Private Wealth Management Group, LLC's Holding History (CIK: 0002011342)

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

Q4 2025
Shares 3,353 Value ($000) $403 Avg Close — Range —
Q3 2025
Shares 3,353 Value ($000) $398 Avg Close — Range —
Q2 2025
Shares 3,363 Value ($000) $368 Avg Close — Range —
Q1 2025
Shares 3,363 Value ($000) $352 Avg Close — Range —
Q4 2024
Shares 3,353 Value ($000) $386 Avg Close — Range —
Q3 2024
Shares 3,353 Value ($000) $392 Avg Close — Range —
Q2 2024
Shares 4,092 Value ($000) $436 Avg Close — Range —
Q1 2024
Shares 3,353 Value ($000) $371 Avg Close — Range —
Q4 2023
Shares 3,343 Value ($000) $362 Avg Close — Range —