ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

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

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

Q4 2025
Shares 2,439 Value ($000) $517 Avg Close — Range —
Q3 2025
Shares 2,454 Value ($000) $507 Avg Close — Range —
Q2 2025
Shares 2,464 Value ($000) $481 Avg Close — Range —
Q1 2025
Shares 2,464 Value ($000) $470 Avg Close — Range —
Q4 2024
Shares 2,464 Value ($000) $470 Avg Close — Range —
Q3 2024
Shares 2,464 Value ($000) $486 Avg Close — Range —
Q2 2024
Shares 2,464 Value ($000) $448 Avg Close — Range —
Q1 2024
Shares 2,474 Value ($000) $462 Avg Close — Range —
Q4 2023
Shares 2,539 Value ($000) $441 Avg Close — Range —
Q3 2023
Shares 2,760 Value ($000) $425 Avg Close — Range —
Q2 2023
Shares 2,760 Value ($000) $445 Avg Close — Range —
Q1 2023
Shares 2,760 Value ($000) $419 Avg Close — Range —
Q4 2022
Shares 2,810 Value ($000) $408 Avg Close — Range —
Q3 2022
Shares 2,820 Value ($000) $362 Avg Close — Range —
Q2 2022
Shares 2,875 Value ($000) $395 Avg Close — Range —
Q1 2022
Shares 2,855 Value ($000) $445 Avg Close — Range —
Q4 2021
Shares 2,863 Value ($000) $448 Avg Close — Range —
Q3 2021
Shares 2,863 Value ($000) $416 Avg Close — Range —
Q2 2021
Shares 2,863 Value ($000) $423 Avg Close — Range —
Q1 2021
Shares 2,876 Value ($000) $406 Avg Close — Range —
Q4 2020
Shares 3,119 Value ($000) $399 Avg Close — Range —