ISHARES TR

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

BEESE FULMER INVESTMENT MANAGEMENT, INC.'s Holding History (CIK: 0000911274)

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

Q4 2025
Shares 65,073 Value ($000) $13,800 Avg Close — Range —
Q3 2025
Shares 64,783 Value ($000) $13,378 Avg Close — Range —
Q2 2025
Shares 63,912 Value ($000) $12,490 Avg Close — Range —
Q2 2020
Shares 371 Value ($000) $40 Avg Close — Range —