ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 38,297 Value ($000) $26,231 Avg Close — Range —
Q3 2025
Shares 38,212 Value ($000) $25,575 Avg Close — Range —
Q2 2025
Shares 37,531 Value ($000) $23,303 Avg Close — Range —
Q1 2025
Shares 36,833 Value ($000) $20,696 Avg Close — Range —
Q4 2024
Shares 33,903 Value ($000) $19,958 Avg Close — Range —
Q3 2024
Shares 33,975 Value ($000) $19,597 Avg Close — Range —
Q2 2024
Shares 33,382 Value ($000) $18,268 Avg Close — Range —
Q1 2024
Shares 24,928 Value ($000) $13,105 Avg Close — Range —
Q4 2023
Shares 24,914 Value ($000) $11,900 Avg Close — Range —
Q3 2023
Shares 19,973 Value ($000) $8,577 Avg Close — Range —
Q2 2023
Shares 17,003 Value ($000) $7,579 Avg Close — Range —
Q1 2023
Shares 17,024 Value ($000) $6,998 Avg Close — Range —
Q4 2022
Shares 17,066 Value ($000) $6,557 Avg Close — Range —
Q3 2022
Shares 17,300 Value ($000) $6,205 Avg Close — Range —
Q2 2022
Shares 16,771 Value ($000) $6,359 Avg Close — Range —
Q1 2022
Shares 55,796 Value ($000) $25,314 Avg Close — Range —
Q4 2021
Shares 50,994 Value ($000) $24,324 Avg Close — Range —
Q3 2021
Shares 50,835 Value ($000) $21,901 Avg Close — Range —
Q2 2021
Shares 50,111 Value ($000) $21,544 Avg Close — Range —
Q1 2021
Shares 49,118 Value ($000) $19,540 Avg Close — Range —
Q4 2020
Shares 51,303 Value ($000) $19,258 Avg Close — Range —