IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,859 shares; 2024Q4: 132,530 shares; 2025Q1: 133,401 shares; 2025Q2: 134,269 shares; 2025Q3: 143,500 shares; 2025Q4: 219,182 shares; 2026Q1: 220,787 shares; 2026Q2: 221,544 shares 221,544 $32.9M 21.98% +757 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,091 shares; 2024Q4: 111,629 shares; 2025Q1: 111,625 shares; 2025Q2: 111,410 shares; 2025Q3: 112,778 shares; 2025Q4: 148,293 shares; 2026Q1: 149,765 shares; 2026Q2: 150,978 shares 150,978 $32.1M 21.48% +1,213 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209,116 shares; 2024Q4: 215,949 shares; 2025Q1: 216,859 shares; 2025Q2: 217,314 shares; 2025Q3: 227,788 shares; 2025Q4: 348,362 shares; 2026Q1: 352,979 shares; 2026Q2: 355,023 shares 355,023 $27.4M 18.31% +2,044 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,083 shares; 2024Q4: 72,195 shares; 2025Q1: 70,724 shares; 2025Q2: 70,166 shares; 2025Q3: 71,014 shares; 2025Q4: 101,345 shares; 2026Q1: 102,318 shares; 2026Q2: 102,786 shares 102,786 $8.46M 5.66% +468 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,446 shares; 2024Q4: 42,009 shares; 2025Q1: 42,725 shares; 2025Q2: 42,978 shares; 2025Q3: 44,236 shares; 2025Q4: 70,933 shares; 2026Q1: 71,858 shares; 2026Q2: 72,216 shares 72,216 $6.97M 4.66% +358 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,459 shares; 2024Q4: 33,269 shares; 2025Q1: 31,375 shares; 2025Q2: 29,714 shares; 2025Q3: 29,354 shares; 2025Q4: 29,016 shares; 2026Q1: 28,940 shares; 2026Q2: 28,348 shares 28,348 $5.06M 3.39% -592 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,072 shares; 2024Q4: 41,160 shares; 2025Q1: 38,878 shares; 2025Q2: 37,061 shares; 2025Q3: 36,629 shares; 2025Q4: 35,856 shares; 2026Q1: 35,399 shares; 2026Q2: 34,903 shares 34,903 $4.77M 3.19% -496 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,054 shares; 2024Q4: 43,568 shares; 2025Q1: 40,917 shares; 2025Q2: 38,540 shares; 2025Q3: 37,978 shares; 2025Q4: 36,837 shares; 2026Q1: 36,397 shares; 2026Q2: 35,611 shares 35,611 $4.18M 2.8% -786 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,414 shares; 2024Q4: 32,855 shares; 2025Q1: 30,847 shares; 2025Q2: 29,197 shares; 2025Q3: 28,819 shares; 2025Q4: 28,545 shares; 2026Q1: 28,112 shares; 2026Q2: 27,894 shares 27,894 $4.12M 2.76% -218 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,287 shares; 2024Q4: 38,930 shares; 2025Q1: 36,397 shares; 2025Q2: 34,852 shares; 2025Q3: 34,353 shares; 2025Q4: 33,432 shares; 2026Q1: 33,365 shares; 2026Q2: 33,158 shares 33,158 $3.44M 2.3% -207 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,916 shares; 2024Q4: 3,833 shares; 2025Q1: 3,166 shares; 2025Q2: 2,505 shares; 2025Q3: 2,536 shares; 2025Q4: 4,265 shares; 2026Q1: 4,383 shares; 2026Q2: 4,372 shares 4,372 $3.27M 2.19% -11 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,255 shares; 2024Q4: 64,522 shares; 2025Q1: 64,059 shares; 2025Q2: 64,885 shares; 2025Q3: 64,889 shares; 2025Q4: 65,735 shares; 2026Q1: 66,073 shares; 2026Q2: 65,910 shares 65,910 $2.38M 1.59% -163 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,635 shares; 2024Q4: 52,955 shares; 2025Q1: 52,205 shares; 2025Q2: 52,493 shares; 2025Q3: 52,578 shares; 2025Q4: 53,881 shares; 2026Q1: 54,166 shares; 2026Q2: 54,146 shares 54,146 $2M 1.34% -20 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,490 shares; 2024Q4: 16,551 shares; 2025Q1: 16,541 shares; 2025Q2: 17,115 shares; 2025Q3: 15,217 shares; 2025Q4: 15,781 shares; 2026Q1: 15,647 shares; 2026Q2: 15,689 shares 15,689 $1.71M 1.14% +42 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,524 shares; 2024Q4: 15,576 shares; 2025Q1: 15,487 shares; 2025Q2: 14,650 shares; 2025Q3: 12,835 shares; 2025Q4: 13,393 shares; 2026Q1: 13,400 shares; 2026Q2: 13,434 shares 13,434 $1.6M 1.07% +34 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,771 shares; 2024Q4: 13,799 shares; 2025Q1: 13,636 shares; 2025Q2: 14,160 shares; 2025Q3: 12,556 shares; 2025Q4: 13,037 shares; 2026Q1: 13,036 shares; 2026Q2: 13,073 shares 13,073 $1.47M 0.98% +37 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,706 shares; 2024Q4: 7,123 shares; 2025Q1: 7,041 shares; 2025Q2: 6,936 shares; 2025Q3: 6,776 shares; 2025Q4: 6,543 shares; 2026Q1: 6,445 shares; 2026Q2: 6,284 shares 6,284 $1.43M 0.95% -161 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,489 shares; 2024Q4: 26,704 shares; 2025Q1: 26,878 shares; 2025Q2: 26,878 shares; 2025Q3: 26,878 shares; 2025Q4: 27,225 shares; 2026Q1: 27,155 shares; 2026Q2: 27,219 shares 27,219 $1.31M 0.88% +64 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,298 shares; 2024Q4: 15,345 shares; 2025Q1: 15,259 shares; 2025Q2: 14,876 shares; 2025Q3: 13,132 shares; 2025Q4: 13,665 shares; 2026Q1: 13,677 shares; 2026Q2: 13,748 shares 13,748 $1.3M 0.87% +71 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,990 shares; 2024Q4: 11,639 shares; 2025Q1: 11,239 shares; 2025Q2: 11,159 shares; 2025Q3: 10,170 shares; 2025Q4: 9,774 shares; 2026Q1: 9,716 shares; 2026Q2: 9,452 shares 9,452 $1.3M 0.87% -264 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,257 shares; 2024Q4: 44,961 shares; 2025Q1: 44,978 shares; 2025Q2: 43,553 shares; 2025Q3: 43,553 shares; 2025Q4: 44,187 shares; 2026Q1: 44,089 shares; 2026Q2: 44,122 shares 44,122 $1.22M 0.82% +33 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 985 shares; 2024Q4: 955 shares; 2025Q1: 918 shares; 2025Q2: 903 shares; 2025Q3: 817 shares; 2025Q4: 774 shares; 2026Q1: 774 shares; 2026Q2: 745 shares 745 $549K 0.37% -29 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,258 shares; 2024Q4: 3,258 shares; 2025Q1: 3,258 shares; 2025Q2: 3,620 shares; 2025Q3: 3,620 shares; 2025Q4: 3,620 shares; 2026Q1: 3,620 shares; 2026Q2: 3,620 shares 3,620 $399K 0.27% 0 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 757 shares; 2026Q1: not reported; 2026Q2: 722 shares 722 $209K 0.14% new Timeline