ISHARES TR

Ticker: IJJ CUSIP: 464287705 Class: S&P MC 400VL ETF

Whalen Wealth Management Inc.'s Holding History (CIK: 0001894447)

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

Q2 2025
Shares 3,012 Value ($000) $372 Avg Close — Range —
Q1 2025
Shares 56,574 Value ($000) $6,774 Avg Close — Range —