ISHARES TR

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

BKM Wealth Management, LLC's Holding History (CIK: 0002007263)

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

Q4 2025
Shares 41,977 Value ($000) $5,524 Avg Close — Range —
Q3 2025
Shares 41,442 Value ($000) $5,376 Avg Close — Range —
Q2 2025
Shares 41,160 Value ($000) $5,087 Avg Close — Range —
Q1 2025
Shares 41,273 Value ($000) $4,942 Avg Close — Range —
Q4 2024
Shares 41,647 Value ($000) $5,204 Avg Close — Range —
Q3 2024
Shares 42,241 Value ($000) $5,222 Avg Close — Range —
Q2 2024
Shares 42,847 Value ($000) $4,861 Avg Close — Range —
Q1 2024
Shares 40,926 Value ($000) $4,841 Avg Close — Range —
Q4 2023
Shares 39,421 Value ($000) $4,496 Avg Close — Range —