ISHARES TR

Ticker: IJS CUSIP: 464287879 Class: SP SMCP600VL ETF

Lutz Financial Services LLC's Holding History (CIK: 0001737112)

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

Q4 2025
Shares 42,858 Value ($000) $4,874 Avg Close Range
Q3 2025
Shares 43,812 Value ($000) $4,845 Avg Close Range
Q2 2025
Shares 43,914 Value ($000) $4,369 Avg Close Range
Q1 2025
Shares 44,190 Value ($000) $4,308 Avg Close Range
Q4 2024
Shares 44,036 Value ($000) $4,783 Avg Close Range
Q3 2024
Shares 44,142 Value ($000) $4,752 Avg Close Range
Q2 2024
Shares 44,365 Value ($000) $4,315 Avg Close Range
Q1 2024
Shares 44,940 Value ($000) $4,618 Avg Close Range
Q4 2023
Shares 45,406 Value ($000) $4,680 Avg Close Range
Q3 2023
Shares 46,022 Value ($000) $4,106 Avg Close Range
Q2 2023
Shares 46,435 Value ($000) $4,415 Avg Close Range
Q1 2023
Shares 46,509 Value ($000) $4,353 Avg Close Range
Q4 2022
Shares 47,108 Value ($000) $4,301 Avg Close Range
Q3 2022
Shares 47,706 Value ($000) $3,933 Avg Close Range
Q2 2022
Shares 47,789 Value ($000) $4,255 Avg Close Range
Q1 2022
Shares 47,935 Value ($000) $4,908 Avg Close Range
Q4 2021
Shares 48,028 Value ($000) $5,018 Avg Close Range
Q3 2021
Shares 47,902 Value ($000) $4,822 Avg Close Range
Q2 2021
Shares 47,959 Value ($000) $5,056 Avg Close Range
Q1 2021
Shares 50,576 Value ($000) $5,095 Avg Close Range
Q4 2020
Shares 53,641 Value ($000) $4,362 Avg Close Range
Q3 2020
Shares 27,788 Value ($000) $3,402 Avg Close Range
Q2 2020
Shares 30,142 Value ($000) $3,628 Avg Close Range
Q1 2020
Shares 34,074 Value ($000) $3,405 Avg Close Range
Q4 2019
Shares 59,674 Value ($000) $9,596 Avg Close Range
Q3 2019
Shares 59,500 Value ($000) $8,936 Avg Close Range
Q2 2019
Shares 60,598 Value ($000) $9,006 Avg Close Range
Q1 2019
Shares 69,325 Value ($000) $10,228 Avg Close Range
Q4 2018
Shares 54,550 Value ($000) $7,192 Avg Close Range
Q3 2018
Shares 45,145 Value ($000) $7,536 Avg Close Range
Q2 2018
Shares 34,423 Value ($000) $5,620 Avg Close Range
Q1 2018
Shares 31,416 Value ($000) $4,739 Avg Close Range
Q4 2017
Shares 29,385 Value ($000) $4,513 Avg Close Range