ISHARES TR

Ticker: IBTH CUSIP: 46436E841 Class: ETF

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

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

Q4 2025
Shares 36,491 Value ($000) $820 Avg Close Range
Q3 2025
Shares 37,420 Value ($000) $843 Avg Close Range
Q2 2025
Shares 38,183 Value ($000) $859 Avg Close Range
Q1 2025
Shares 42,157 Value ($000) $945 Avg Close Range
Q4 2024
Shares 42,091 Value ($000) $934 Avg Close Range
Q3 2024
Shares 47,510 Value ($000) $1,075 Avg Close Range
Q2 2024
Shares 42,772 Value ($000) $944 Avg Close Range
Q1 2024
Shares 41,798 Value ($000) $926 Avg Close Range
Q4 2023
Shares 112,404 Value ($000) $2,517 Avg Close Range
Q3 2023
Shares 114,199 Value ($000) $2,495 Avg Close Range
Q2 2023
Shares 119,701 Value ($000) $2,651 Avg Close Range
Q1 2023
Shares 106,479 Value ($000) $2,413 Avg Close Range