ISHARES TR

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

Novak & Powell Financial Services, Inc.'s Holding History (CIK: 0002011548)

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

Q4 2025
Shares 20,370 Value ($000) $2,448 Avg Close — Range —
Q3 2025
Shares 20,311 Value ($000) $2,414 Avg Close — Range —
Q2 2025
Shares 14,725 Value ($000) $1,609 Avg Close — Range —
Q1 2025
Shares 19,849 Value ($000) $2,076 Avg Close — Range —
Q4 2024
Shares 21,378 Value ($000) $2,463 Avg Close — Range —
Q3 2024
Shares 21,308 Value ($000) $2,492 Avg Close — Range —
Q2 2024
Shares 20,998 Value ($000) $2,240 Avg Close — Range —
Q1 2024
Shares 27,572 Value ($000) $1,691 Avg Close — Range —
Q4 2023
Shares 20,979 Value ($000) $2,268 Avg Close — Range —