ISHARES TR

Ticker: DGRO CUSIP: 46434V621 Class: CORE DIV GRWTH

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

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

Q4 2025
Shares 36,723 Value ($000) $2,549 Avg Close — Range —
Q3 2025
Shares 37,512 Value ($000) $2,554 Avg Close — Range —
Q2 2025
Shares 38,778 Value ($000) $2,479 Avg Close — Range —
Q1 2025
Shares 39,351 Value ($000) $2,431 Avg Close — Range —
Q4 2024
Shares 170,960 Value ($000) $10,487 Avg Close — Range —
Q3 2024
Shares 159,265 Value ($000) $9,984 Avg Close — Range —
Q2 2024
Shares 158,686 Value ($000) $9,142 Avg Close — Range —
Q1 2024
Shares 205,347 Value ($000) $11,922 Avg Close — Range —
Q4 2023
Shares 204,577 Value ($000) $11,010 Avg Close — Range —
Q3 2023
Shares 201,767 Value ($000) $9,994 Avg Close — Range —
Q2 2023
Shares 171,189 Value ($000) $8,821 Avg Close — Range —
Q1 2023
Shares 166,155 Value ($000) $8,306 Avg Close — Range —
Q4 2022
Shares 5,242 Value ($000) $262 Avg Close — Range —