ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 3,466 Value ($000) $2,374 Avg Close — Range —
Q3 2025
Shares 3,483 Value ($000) $2,387 Avg Close — Range —
Q2 2025
Shares 6,896 Value ($000) $4,282 Avg Close — Range —
Q1 2025
Shares 7,546 Value ($000) $4,240 Avg Close — Range —
Q4 2024
Shares 7,944 Value ($000) $4,677 Avg Close — Range —
Q3 2024
Shares 8,002 Value ($000) $4,616 Avg Close — Range —
Q2 2024
Shares 7,672 Value ($000) $4,198 Avg Close — Range —
Q1 2024
Shares 7,714 Value ($000) $4,056 Avg Close — Range —
Q4 2023
Shares 7,762 Value ($000) $3,707 Avg Close — Range —
Q3 2023
Shares 7,836 Value ($000) $3,365 Avg Close — Range —
Q2 2023
Shares 7,836 Value ($000) $3,493 Avg Close — Range —
Q1 2023
Shares 3,898 Value ($000) $1,602 Avg Close — Range —
Q4 2022
Shares 8,930 Value ($000) $3,431 Avg Close — Range —
Q3 2022
Shares 9,470 Value ($000) $3,401 Avg Close — Range —
Q2 2022
Shares 9,805 Value ($000) $3,714 Avg Close — Range —
Q1 2022
Shares 5,726 Value ($000) $2,595 Avg Close — Range —
Q4 2021
Shares 32,531 Value ($000) $15,519 Avg Close — Range —
Q3 2021
Shares 21,772 Value ($000) $9,372 Avg Close — Range —
Q2 2021
Shares 5,725 Value ($000) $2,461 Avg Close — Range —
Q1 2021
Shares 5,885 Value ($000) $2,341 Avg Close — Range —
Q4 2020
Shares 6,055 Value ($000) $2,273 Avg Close — Range —
Q3 2020
Shares 6,505 Value ($000) $2,186 Avg Close — Range —
Q2 2020
Shares 18,178 Value ($000) $5,622 Avg Close — Range —
Q1 2020
Shares 10,891 Value ($000) $2,814 Avg Close — Range —
Q4 2019
Shares 14,466 Value ($000) $4,676 Avg Close — Range —