ISHARES TR

Ticker: XJR CUSIP: 46436E544 Class: ESG SELECT SCREE

Balanced Rock Investment Advisors LLC's Holding History (CIK: 0002011851)

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

Q4 2025
Shares 8,912 Value ($000) $379 Avg Close — Range —
Q3 2025
Shares 7,101 Value ($000) $302 Avg Close — Range —
Q2 2025
Shares 7,225 Value ($000) $286 Avg Close — Range —
Q1 2025
Shares 26,378 Value ($000) $992 Avg Close — Range —
Q4 2024
Shares 27,149 Value ($000) $1,117 Avg Close — Range —
Q3 2024
Shares 38,701 Value ($000) $1,618 Avg Close — Range —
Q2 2024
Shares 37,862 Value ($000) $1,434 Avg Close — Range —
Q1 2024
Shares 36,620 Value ($000) $1,434 Avg Close — Range —
Q4 2023
Shares 21,464 Value ($000) $821 Avg Close — Range —