ISHARES TR

Ticker: CMF CUSIP: 464288356 Class: ETF

JOURNEY STRATEGIC WEALTH LLC's Holding History (CIK: 0001909316)

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

Q4 2025
Shares 41,843 Value ($000) $2,404 Avg Close — Range —
Q3 2025
Shares 39,218 Value ($000) $2,237 Avg Close — Range —
Q2 2025
Shares 37,790 Value ($000) $2,106 Avg Close — Range —
Q1 2025
Shares 17,506 Value ($000) $985 Avg Close — Range —
Q4 2024
Shares 17,985 Value ($000) $1,030 Avg Close — Range —
Q3 2024
Shares 18,186 Value ($000) $1,057 Avg Close — Range —
Q2 2024
Shares 18,519 Value ($000) $1,053 Avg Close — Range —
Q1 2024
Shares 16,933 Value ($000) $974 Avg Close — Range —
Q4 2023
Shares 13,943 Value ($000) $808 Avg Close — Range —
Q3 2023
Shares 35,300 Value ($000) $1,936 Avg Close — Range —
Q2 2023
Shares 26,409 Value ($000) $1,504 Avg Close — Range —
Q1 2023
Shares 27,600 Value ($000) $1,585 Avg Close — Range —
Q4 2022
Shares 32,123 Value ($000) $1,802 Avg Close — Range —