ISHARES TR

Ticker: USMV CUSIP: 46429B697 Class: MSCI USA MIN VOL

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

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

Q4 2025
Shares 6,275 Value ($000) $591 Avg Close Range
Q3 2025
Shares 6,300 Value ($000) $599 Avg Close Range
Q2 2025
Shares 6,750 Value ($000) $634 Avg Close Range
Q1 2025
Shares 7,267 Value ($000) $681 Avg Close Range
Q4 2024
Shares 7,267 Value ($000) $645 Avg Close Range
Q3 2024
Shares 7,267 Value ($000) $664 Avg Close Range
Q2 2024
Shares 7,267 Value ($000) $610 Avg Close Range
Q1 2024
Shares 7,517 Value ($000) $628 Avg Close Range
Q4 2023
Shares 7,517 Value ($000) $587 Avg Close Range
Q3 2023
Shares 8,779 Value ($000) $635 Avg Close Range
Q2 2023
Shares 8,836 Value ($000) $657 Avg Close Range
Q1 2023
Shares 9,056 Value ($000) $659 Avg Close Range
Q4 2022
Shares 10,367 Value ($000) $747 Avg Close Range
Q3 2022
Shares 10,576 Value ($000) $699 Avg Close Range
Q2 2022
Shares 10,760 Value ($000) $755 Avg Close Range
Q1 2022
Shares 11,053 Value ($000) $857 Avg Close Range
Q4 2021
Shares 11,283 Value ($000) $913 Avg Close Range
Q3 2021
Shares 11,468 Value ($000) $843 Avg Close Range
Q2 2021
Shares 12,748 Value ($000) $938 Avg Close Range
Q1 2021
Shares 13,580 Value ($000) $940 Avg Close Range
Q4 2020
Shares 18,813 Value ($000) $1,277 Avg Close Range