ISHARES TR

Ticker: XJH CUSIP: 46436E551 Class: ESG SELECT SCRE

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

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

Q4 2025
Shares 34,742 Value ($000) $1,551 Avg Close — Range —
Q3 2025
Shares 31,265 Value ($000) $1,371 Avg Close — Range —
Q2 2025
Shares 30,961 Value ($000) $1,285 Avg Close — Range —
Q1 2025
Shares 37,423 Value ($000) $1,462 Avg Close — Range —
Q4 2024
Shares 38,654 Value ($000) $1,617 Avg Close — Range —
Q3 2024
Shares 44,601 Value ($000) $1,886 Avg Close — Range —
Q2 2024
Shares 44,093 Value ($000) $1,745 Avg Close — Range —
Q1 2024
Shares 41,756 Value ($000) $1,715 Avg Close — Range —
Q4 2023
Shares 22,375 Value ($000) $844 Avg Close — Range —