ISHARES TR

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

Perfromance Wealth Partners, LLC's Holding History (CIK: 0001908765)

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

Q4 2025
Shares 4,622 Value ($000) $652 Avg Close Range
Q3 2025
Shares 4,622 Value ($000) $654 Avg Close Range
Q2 2025
Shares 4,622 Value ($000) $615 Avg Close Range
Q1 2025
Shares 4,622 Value ($000) $575 Avg Close Range
Q4 2024
Shares 4,622 Value ($000) $626 Avg Close Range
Q3 2024
Shares 4,622 Value ($000) $645 Avg Close Range
Q2 2024
Shares 4,622 Value ($000) $594 Avg Close Range
Q1 2024
Shares 4,622 Value ($000) $604 Avg Close Range
Q4 2023
Shares 4,622 Value ($000) $578 Avg Close Range
Q3 2023
Shares 4,622 Value ($000) $507 Avg Close Range
Q2 2023
Shares 4,622 Value ($000) $526 Avg Close Range
Q1 2023
Shares 4,622 Value ($000) $508 Avg Close Range
Q4 2022
Shares 4,622 Value ($000) $500 Avg Close Range
Q3 2022
Shares 4,622 Value ($000) $470 Avg Close Range
Q2 2022
Shares 4,622 Value ($000) $487 Avg Close Range
Q1 2022
Shares 4,622 Value ($000) $578 Avg Close Range
Q4 2021
Shares 4,622 Value ($000) $642 Avg Close Range