ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

ALTFEST L J & CO INC's Holding History (CIK: 0000712050)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 2,371 Value ($000) $503 Avg Close Range
Q3 2025
Shares 2,453 Value ($000) $507 Avg Close Range
Q2 2025
Shares 2,449 Value ($000) $479 Avg Close Range
Q1 2025
Shares 2,444 Value ($000) $466 Avg Close Range
Q4 2024
Shares 2,464 Value ($000) $470 Avg Close Range
Q3 2024
Shares 2,457 Value ($000) $0 Avg Close Range
Q2 2024
Shares 2,451 Value ($000) $0 Avg Close Range
Q1 2024
Shares 2,211 Value ($000) $0 Avg Close Range
Q4 2023
Shares 2,344 Value ($000) $0 Avg Close Range
Q3 2023
Shares 2,329 Value ($000) $0 Avg Close Range
Q2 2023
Shares 2,307 Value ($000) $0 Avg Close Range
Q1 2023
Shares 2,226 Value ($000) $0 Avg Close Range
Q4 2022
Shares 2,217 Value ($000) $0 Avg Close Range
Q3 2022
Shares 2,206 Value ($000) $283 Avg Close Range
Q2 2022
Shares 2,192 Value ($000) $301 Avg Close Range
Q1 2022
Shares 2,184 Value ($000) $340 Avg Close Range
Q4 2021
Shares 2,228 Value ($000) $349 Avg Close Range
Q3 2021
Shares 2,219 Value ($000) $323 Avg Close Range
Q2 2021
Shares 2,273 Value ($000) $336 Avg Close Range
Q1 2021
Shares 2,266 Value ($000) $320 Avg Close Range
Q4 2020
Shares 2,637 Value ($000) $338 Avg Close Range
Q3 2020
Shares 2,772 Value ($000) $312 Avg Close Range
Q2 2020
Shares 3,363 Value ($000) $364 Avg Close Range
Q1 2020
Shares 3,900 Value ($000) $375 Avg Close Range