Ownership history in 4J Wealth Management LLC · 20 quarters on record
This page tracks every 13F SEC filing in which 4J Wealth Management LLC reported a position in ISHARES TR (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 38,297 | +85 | +0.2% | 15.01% | $26.2M | $683.12 |
| 2025 Q3 | ADDED | 38,212 | +681 | +1.8% | 15.03% | $25.6M | $665.17 |
| 2025 Q2 | ADDED | 37,531 | +698 | +1.9% | 15.74% | $23.3M | $615.21 |
| 2025 Q1 | ADDED | 36,833 | +2,930 | +8.6% | 16.32% | $20.7M | $555.02 |
| 2024 Q4 | REDUCED | 33,903 | -72 | -0.2% | 16.16% | $20.0M | $579.67 |
| 2024 Q3 | ADDED | 33,975 | +593 | +1.8% | 15.18% | $19.6M | $566.00 |
| 2024 Q2 | ADDED | 33,382 | +8,454 | +33.9% | 15.10% | $18.3M | $534.89 |
| 2024 Q1 | ADDED | 24,928 | +14 | +0.1% | 11.31% | $13.1M | $512.33 |
| 2023 Q4 | ADDED | 24,914 | +4,941 | +24.7% | 10.87% | $11.9M | $463.98 |
| 2023 Q3 | ADDED | 19,973 | +2,970 | +17.5% | 8.54% | $8.6M | $415.48 |
As of 2025 Q4 — sorted by position size