Ishares Tr shares owned by 4J Wealth Management
Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by 4J Wealth Management
from 13F filings
Historical chart of 4J Wealth Management investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by 4J Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr by 4J Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $334k | 15k | 22.15 |
| 2025-06-30 | $331k | 15k | 21.98 |
| 2025-03-31 | $327k | 15k | 21.72 |
| 2024-12-31 | $322k | 15k | 21.36 |
| 2024-09-30 | $324k | 15k | 22.17 |
| 2024-06-30 | $298k | 14k | 21.26 |
| 2024-03-31 | $300k | 14k | 21.40 |