ISHARES TR

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

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

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

Q4 2025
Shares 22,015 Value ($000) $2,829 Avg Close — Range —
Q3 2025
Shares 11,990 Value ($000) $1,697 Avg Close — Range —
Q2 2025
Shares 6,138 Value ($000) $817 Avg Close — Range —
Q1 2025
Shares 22,620 Value ($000) $2,532 Avg Close — Range —
Q4 2024
Shares 23,690 Value ($000) $2,918 Avg Close — Range —
Q3 2024
Shares 12,900 Value ($000) $1,799 Avg Close — Range —
Q2 2024
Shares 12,928 Value ($000) $1,660 Avg Close — Range —
Q1 2024
Shares 6,833 Value ($000) $893 Avg Close — Range —
Q4 2023
Shares 12,713 Value ($000) $1,586 Avg Close — Range —