ISHARES TR

Ticker: IJT CUSIP: 464287887 Class: S&P SML 600 GWT

Dougherty Wealth Advisers LLC's Holding History (CIK: 0001755933)

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

Q1 2025
Shares 305 Value ($000) $38 Avg Close Range
Q4 2024
Shares 2,489 Value ($000) $337 Avg Close Range
Q1 2020
Shares 1,665 Value ($000) $230 Avg Close Range
Q4 2019
Shares 1,665 Value ($000) $322 Avg Close Range
Q3 2019
Shares 1,665 Value ($000) $297 Avg Close Range
Q2 2019
Shares 1,665 Value ($000) $304 Avg Close Range
Q1 2019
Shares 1,665 Value ($000) $297 Avg Close Range
Q4 2018
Shares 1,665 Value ($000) $294 Avg Close Range