ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

WJ Wealth Management, LLC's Holding History (CIK: 0001801674)

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

Q4 2025
Shares 5,844 Value ($000) $869 Avg Close Range
Q3 2025
Shares 5,876 Value ($000) $875 Avg Close Range
Q2 2025
Shares 12,033 Value ($000) $1,625 Avg Close Range
Q1 2025
Shares 12,767 Value ($000) $1,558 Avg Close Range
Q4 2024
Shares 13,521 Value ($000) $1,739 Avg Close Range
Q3 2024
Shares 13,451 Value ($000) $1,690 Avg Close Range
Q2 2024
Shares 13,639 Value ($000) $1,620 Avg Close Range
Q1 2024
Shares 13,479 Value ($000) $1,554 Avg Close Range
Q4 2023
Shares 13,685 Value ($000) $1,440 Avg Close Range
Q3 2023
Shares 14,055 Value ($000) $1,324 Avg Close Range
Q2 2023
Shares 14,145 Value ($000) $1,384 Avg Close Range
Q1 2023
Shares 7,072 Value ($000) $640 Avg Close Range
Q4 2022
Shares 15,071 Value ($000) $1,278 Avg Close Range
Q3 2022
Shares 15,071 Value ($000) $1,202 Avg Close Range
Q2 2022
Shares 16,269 Value ($000) $1,365 Avg Close Range
Q1 2022
Shares 8,790 Value ($000) $889 Avg Close Range
Q4 2021
Shares 9,136 Value ($000) $978 Avg Close Range
Q3 2021
Shares 9,268 Value ($000) $912 Avg Close Range
Q2 2021
Shares 9,309 Value ($000) $919 Avg Close Range
Q1 2021
Shares 9,594 Value ($000) $879 Avg Close Range
Q4 2020
Shares 10,259 Value ($000) $885 Avg Close Range
Q3 2020
Shares 11,114 Value ($000) $839 Avg Close Range
Q2 2020
Shares 29,539 Value ($000) $2,047 Avg Close Range
Q1 2020
Shares 16,363 Value ($000) $936 Avg Close Range
Q4 2019
Shares 19,553 Value ($000) $1,421 Avg Close Range