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Ishares Tr shares owned by 4J Wealth Management

Quarter-by-quarter ownership of Ishares Tr (IBDW) shares owned by 4J Wealth Management from 13F filings

Historical chart of 4J Wealth Management investment in Ishares Tr

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All positions including Ishares Tr held by 4J Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by 4J Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $203k 9.6k 21.22
2025-06-30 $201k 9.6k 21.04

More positions owned by 4J Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
T Rowe Price Etf International Eq (TOUS)
T Rowe Price Etf Floating Rate (TFLR)
T Rowe Price Etf Cap Appreciation (TCAF)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Innovator Etfs Trust Defined Wlt Shld (BALT)
T Rowe Price Etf Technology Etf (TTEQ)
Apple (AAPL)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Microsoft Corporation (MSFT)

View all positions for 4J Wealth Management

Top funds holding Ishares Tr

Aptus Capital Advisors
Capital Investment Advisors
Capital Advisors
Morgan Stanley
Venture Visionary Partners
Sarver Vrooman Wealth Advisors
Wells Fargo & Company
Ameriprise Financial
Raymond James Financial
Summit Financial
Sigma Investment Counselors
Advisors Capital Management
Golub Group
UBS Group
Klingman & Associates

View all funds holding Ishares Tr