ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

4J Wealth Management LLC's Holding History (CIK: 0001840775)

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

Q4 2025
Shares 1,909 Value ($000) $284 Avg Close Range
Q3 2025
Shares 1,909 Value ($000) $278 Avg Close Range
Q2 2025
Shares 1,909 Value ($000) $258 Avg Close Range
Q1 2025
Shares 2,197 Value ($000) $268 Avg Close Range
Q4 2024
Shares 2,225 Value ($000) $286 Avg Close Range
Q3 2024
Shares 2,225 Value ($000) $280 Avg Close Range
Q2 2024
Shares 2,225 Value ($000) $264 Avg Close Range
Q1 2024
Shares 2,225 Value ($000) $257 Avg Close Range
Q4 2023
Shares 2,226 Value ($000) $234 Avg Close Range
Q3 2023
Shares 2,336 Value ($000) $220 Avg Close Range
Q2 2023
Shares 2,386 Value ($000) $233 Avg Close Range
Q1 2023
Shares 2,386 Value ($000) $216 Avg Close Range
Q4 2022
Shares 2,669 Value ($000) $226 Avg Close Range
Q3 2022
Shares 2,693 Value ($000) $214 Avg Close Range
Q2 2022
Shares 2,623 Value ($000) $220 Avg Close Range
Q1 2022
Shares 2,624 Value ($000) $265 Avg Close Range
Q4 2021
Shares 2,624 Value ($000) $281 Avg Close Range
Q3 2021
Shares 2,779 Value ($000) $273 Avg Close Range
Q2 2021
Shares 2,779 Value ($000) $274 Avg Close Range
Q1 2021
Shares 2,779 Value ($000) $255 Avg Close Range
Q4 2020
Shares 3,085 Value ($000) $265 Avg Close Range