ISHARES TR

Ticker: MTUM CUSIP: 46432F396 Class: MSCI USA MMENTM

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

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

Q4 2025
Shares 1,078 Value ($000) $270 Avg Close Range
Q3 2025
Shares 1,077 Value ($000) $276 Avg Close Range
Q2 2025
Shares 1,089 Value ($000) $262 Avg Close Range
Q1 2025
Shares 1,089 Value ($000) $220 Avg Close Range
Q4 2024
Shares 1,089 Value ($000) $225 Avg Close Range
Q3 2024
Shares 1,088 Value ($000) $221 Avg Close Range
Q2 2024
Shares 1,088 Value ($000) $212 Avg Close Range
Q1 2024
Shares 1,203 Value ($000) $225 Avg Close Range
Q4 2023
Shares 1,552 Value ($000) $243 Avg Close Range
Q3 2023
Shares 1,551 Value ($000) $217 Avg Close Range
Q2 2023
Shares 2,358 Value ($000) $340 Avg Close Range
Q1 2023
Shares 2,568 Value ($000) $357 Avg Close Range
Q4 2022
Shares 2,931 Value ($000) $428 Avg Close Range
Q3 2022
Shares 2,930 Value ($000) $384 Avg Close Range
Q2 2022
Shares 3,005 Value ($000) $410 Avg Close Range
Q1 2022
Shares 4,969 Value ($000) $836 Avg Close Range
Q4 2021
Shares 8,139 Value ($000) $1,480 Avg Close Range
Q3 2021
Shares 8,505 Value ($000) $1,493 Avg Close Range
Q2 2021
Shares 10,829 Value ($000) $1,878 Avg Close Range
Q1 2021
Shares 11,240 Value ($000) $1,808 Avg Close Range
Q4 2020
Shares 11,365 Value ($000) $1,833 Avg Close Range