Number of Shares
3,352.00
Current Holdings Value*
$253,880.00
% of Portfolio
0.2%
Total Estimate Gain
$1.31 Mil
% of Total Estimate Gain
52.47%

4J Wealth Management LLC's iShares Global Tech ETF Holding Summary

As of 2025-03-31, 4J Wealth Management LLC held 3,352.00 shares of iShares Global Tech ETF(IXN), totaling $253,880.00. This investment constitutes 0.2% of their stock portfolio, and 4J Wealth Management LLC now holds 0.01% of the outstanding iShares Global Tech ETF(IXN) stock.

The initial trade took place in 2020Q4. And since then 4J Wealth Management LLC has made 7 purchases of IXN, at an average price of $46.80, for a total of 53,444.00 shares. In addition, there have been 10 sales at an average price of $69.82 for 50,092.00 shares. Based on historical transaction data and IXN's current price of $94.26, 4J Wealth Management LLC's estimated gain on his IXN holdings is $1.31 Mil, reflecting a 52.47% gain to date.

4J Wealth Management LLC IXN ($94.26) Holding Chart

4J Wealth Management LLC IXN ($94.26) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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