ISHARES TR

Ticker: IWY CUSIP: 464289438 Class: RUS TP200 GR ETF

WJ Wealth Management, LLC's Holding History (CIK: 0001801674)

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

Q4 2025
Shares 20,302 Value ($000) $5,622 Avg Close Range
Q3 2025
Shares 20,323 Value ($000) $5,778 Avg Close Range
Q2 2025
Shares 29,823 Value ($000) $7,351 Avg Close Range
Q1 2025
Shares 31,145 Value ($000) $6,569 Avg Close Range
Q4 2024
Shares 68,025 Value ($000) $16,004 Avg Close Range
Q3 2024
Shares 68,500 Value ($000) $15,073 Avg Close Range
Q2 2024
Shares 68,101 Value ($000) $14,609 Avg Close Range
Q1 2024
Shares 64,599 Value ($000) $12,603 Avg Close Range
Q4 2023
Shares 64,651 Value ($000) $11,328 Avg Close Range
Q3 2023
Shares 33,801 Value ($000) $5,199 Avg Close Range
Q2 2023
Shares 78,891 Value ($000) $12,509 Avg Close Range
Q1 2023
Shares 56,225 Value ($000) $7,811 Avg Close Range