ISHARES TR

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

Lakeridge Wealth Management LLC's Holding History (CIK: 0002012028)

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

Q4 2025
Shares 4,714 Value ($000) $567 Avg Close Range
Q3 2025
Shares 4,683 Value ($000) $556 Avg Close Range
Q2 2025
Shares 4,654 Value ($000) $509 Avg Close Range
Q1 2025
Shares 4,795 Value ($000) $501 Avg Close Range
Q4 2024
Shares 5,761 Value ($000) $664 Avg Close Range
Q3 2024
Shares 5,693 Value ($000) $666 Avg Close Range
Q2 2024
Shares 5,472 Value ($000) $584 Avg Close Range
Q1 2024
Shares 6,070 Value ($000) $671 Avg Close Range
Q4 2023
Shares 5,123 Value ($000) $555 Avg Close Range