Wj Wealth Management, LLC Closed Holding Positions

Wj Wealth Management, LLC

  • $267 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SOXX
Ishares Semiconductor ETF

ETFs
Q2 2022 Filed on Aug 05, 2022
533
$349.61 - $471.65 $186K - $251K
KRE
Spdr S&P Regional Banking ETF

ETFs
Q2 2022 Filed on Aug 05, 2022
20,184
$56.85 - $68.24 $1.15M - $1.38M
RYF
Invesco S&P 500 Equal Weight F

ETFs
Q2 2022 Filed on Aug 05, 2022
47,594
$51.8 - $63.55 $2.47M - $3.02M
IYF
Ishares Tr

ETFs
Q2 2022 Filed on Aug 05, 2022
6,755
$67.96 - $84.37 $459K - $570K
IWF
Ishares Russell 1000 Gr ETF

ETFs
Q2 2022 Filed on Aug 05, 2022
747
$209.9 - $283.21 $157K - $212K
VTI
Vanguard Total Stock Market Et

ETFs
Q2 2022 Filed on Aug 05, 2022
1,434
$183.02 - $230.52 $262K - $331K
FOVL
Ishares Tr Focused Value Facto

ETFs
Q2 2022 Filed on Aug 05, 2022
7,213
$48.07 - $59.02 $347K - $426K
IBHC
Ishares Ibonds 2023 Term High

ETFs
Q2 2022 Filed on Aug 05, 2022
265,069
$23.28 - $23.84 $6.17M - $6.32M
IEHS
Ishares U S ETF Tr Ishares Evo

ETFs
Q2 2022 Filed on Aug 05, 2022
32,619
$36.05 - $45.05 $1.18M - $1.47M
DGRO
Ishares Core Dividend Growth E

ETFs
Q2 2022 Filed on Aug 05, 2022
166,566
$45.84 - $53.69 $7.64M - $8.94M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q2 2022 Filed on Aug 05, 2022
944
$298.72 - $351.53 $282K - $332K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q1 2022 Filed on May 13, 2022
2,500
$122.95 - $129.16 $307K - $323K
IGBH
Ishares Interest Rate Hedged L

ETFs
Q1 2022 Filed on May 13, 2022
71,488
$22.87 - $24.95 $1.63M - $1.78M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
Q1 2022 Filed on May 13, 2022
2,925
$65.94 - $72.42 $193K - $212K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
Q1 2022 Filed on May 13, 2022
199,004
$39.52 - $43.43 $7.86M - $8.64M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
Q1 2022 Filed on May 13, 2022
64,268
$90.25 - $95.84 $5.8M - $6.16M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
Q1 2022 Filed on May 13, 2022
203,474
$25.76 - $29.21 $5.24M - $5.94M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q1 2022 Filed on May 13, 2022
18,185
$24.71 - $26.22 $449K - $477K
VGIT
Vanguard Intermediate Term Tre

ETFs
Q1 2022 Filed on May 13, 2022
41,754
$62.43 - $66.15 $2.61M - $2.76M
VCR
Vanguard Consumer Discretionar

ETFs
Q1 2022 Filed on May 13, 2022
10,647
$271.48 - $348.23 $2.89M - $3.71M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
Q1 2022 Filed on May 13, 2022
71,659
$103.82 - $106.76 $7.44M - $7.65M
PFF
Ishares Trust Ishares Pfd And

ETFs
Q1 2022 Filed on May 13, 2022
9,750
$34.86 - $39.14 $340K - $382K
MBB
Ishares Tr

ETFs
Q4 2021 Filed on Feb 14, 2022
33,393
$107.03 - $108.32 $3.57M - $3.62M
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
Q4 2021 Filed on Feb 14, 2022
74,808
$40.72 - $43.68 $3.05M - $3.27M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 14, 2022
41,108
$86.15 - $97.61 $3.54M - $4.01M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q4 2021 Filed on Feb 14, 2022
31,634
$113.45 - $115.33 $3.59M - $3.65M
KBE
Spdr S&P Bank ETF

ETFs
Q3 2021 Filed on Oct 13, 2021
4,300
$47.2 - $53.65 $203K - $231K
SYLD
Cambria Shareholder Yld ETF

ETFs
Q3 2021 Filed on Oct 13, 2021
4,611
$58.49 - $64.7 $270K - $298K
IPO
Renaissance Cap Greenwich Fds

ETFs
Q2 2021 Filed on Aug 04, 2021
3,300
$54.03 - $67.0 $178K - $221K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Aug 04, 2021
17,856
$42.16 - $53.93 $753K - $963K
ARKW
Ark Next Generation Internet E

ETFs
Q2 2021 Filed on Aug 04, 2021
3,120
$123.49 - $160.08 $385K - $499K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Aug 04, 2021
9,588
$30.34 - $34.68 $291K - $333K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
Q1 2021 Filed on Apr 28, 2021
4,675
$46.25 - $60.4 $216K - $282K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
Q1 2021 Filed on Apr 28, 2021
13,290
$29.49 - $32.83 $392K - $436K
Ishares Tr
Q3 2020 Filed on Oct 14, 2020
8,050
N/A
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q3 2020 Filed on Oct 14, 2020
910
$44.27 - $51.59 $40.3K - $46.9K
VO
Vanguard Mid Cap ETF

ETFs
Q3 2020 Filed on Oct 14, 2020
2,671
$164.39 - $185.0 $439K - $494K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q3 2020 Filed on Oct 14, 2020
1,132
$174.43 - $196.49 $197K - $222K
Ishares Tr
Q3 2020 Filed on Oct 14, 2020
9,520
N/A
ILCG
Ishares Morningstar Growth ETF
Q3 2020 Filed on Oct 14, 2020
15,508
N/A
IVW
Ishares S&P 500 Growth ETF

ETFs
Q3 2020 Filed on Oct 14, 2020
18,165
$52.42 - $62.43 $952K - $1.13M
ITA
Ishares Tr

ETFs
Q3 2020 Filed on Oct 14, 2020
1,874
$77.31 - $86.07 $145K - $161K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q3 2020 Filed on Oct 14, 2020
3,925
$53.19 - $64.24 $209K - $252K
RTX
Raytheon Technologies Corp

Industrials
Q3 2020 Filed on Oct 14, 2020
3,459
$56.68 - $64.29 $196K - $222K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
Q3 2020 Filed on Oct 14, 2020
36,230
$164.87 - $172.33 $5.97M - $6.24M
IBUY
Amplify ETF Tr Amplify Online

ETFs
Q3 2020 Filed on Oct 14, 2020
14,063
$72.21 - $93.9 $1.02M - $1.32M
MGK
Vanguard Mega Cap Growth ETF

ETFs
Q3 2020 Filed on Oct 14, 2020
11,959
$165.52 - $200.94 $1.98M - $2.4M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q3 2020 Filed on Oct 14, 2020
696
$318.46 - $358.67 $222K - $250K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q2 2020 Filed on Aug 03, 2020
12,996
$67.79 - $86.78 $881K - $1.13M
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