ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

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

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

Q4 2025
Shares 8,477 Value ($000) $1,045 Avg Close — Range —
Q3 2025
Shares 8,477 Value ($000) $1,023 Avg Close — Range —
Q2 2025
Shares 8,467 Value ($000) $932 Avg Close — Range —
Q1 2025
Shares 8,578 Value ($000) $796 Avg Close — Range —
Q4 2024
Shares 8,478 Value ($000) $861 Avg Close — Range —
Q3 2024
Shares 8,488 Value ($000) $813 Avg Close — Range —
Q2 2024
Shares 8,488 Value ($000) $785 Avg Close — Range —
Q1 2024
Shares 8,538 Value ($000) $721 Avg Close — Range —
Q4 2023
Shares 8,723 Value ($000) $655 Avg Close — Range —
Q3 2023
Shares 9,862 Value ($000) $675 Avg Close — Range —
Q2 2023
Shares 10,305 Value ($000) $726 Avg Close — Range —
Q1 2023
Shares 10,595 Value ($000) $677 Avg Close — Range —
Q4 2022
Shares 11,555 Value ($000) $676 Avg Close — Range —
Q3 2022
Shares 11,950 Value ($000) $691 Avg Close — Range —
Q2 2022
Shares 12,195 Value ($000) $736 Avg Close — Range —
Q1 2022
Shares 13,229 Value ($000) $1,010 Avg Close — Range —
Q4 2021
Shares 13,329 Value ($000) $1,115 Avg Close — Range —
Q3 2021
Shares 13,529 Value ($000) $1,000 Avg Close — Range —
Q2 2021
Shares 17,704 Value ($000) $1,288 Avg Close — Range —
Q1 2021
Shares 18,088 Value ($000) $1,178 Avg Close — Range —
Q4 2020
Shares 18,088 Value ($000) $1,154 Avg Close — Range —