ISHARES TR

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

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's Holding History (CIK: 0000944361)

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

Q4 2025
Shares 452,678 Value ($000) $96,000 Avg Close — Range —
Q3 2025
Shares 479,321 Value ($000) $98,985 Avg Close — Range —
Q2 2025
Shares 504,103 Value ($000) $98,512 Avg Close — Range —
Q1 2025
Shares 557,167 Value ($000) $106,185 Avg Close — Range —
Q4 2024
Shares 635,819 Value ($000) $121,365 Avg Close — Range —
Q3 2024
Shares 661,346 Value ($000) $130,398 Avg Close — Range —
Q2 2024
Shares 665,680 Value ($000) $121,160 Avg Close — Range —
Q1 2024
Shares 672,404 Value ($000) $125,612 Avg Close — Range —
Q4 2023
Shares 656,531 Value ($000) $114,164 Avg Close — Range —
Q3 2023
Shares 658,436 Value ($000) $101,294 Avg Close — Range —
Q2 2023
Shares 662,419 Value ($000) $106,775 Avg Close — Range —
Q1 2023
Shares 664,367 Value ($000) $100,824 Avg Close — Range —
Q4 2022
Shares 684,149 Value ($000) $99,250 Avg Close — Range —
Q2 2022
Shares 679,771 Value ($000) $93,441 Avg Close — Range —
Q1 2022
Shares 688,494 Value ($000) $107,212 Avg Close — Range —
Q4 2021
Shares 755,219 Value ($000) $118,290 Avg Close — Range —
Q3 2021
Shares 730,633 Value ($000) $106,249 Avg Close — Range —
Q2 2021
Shares 718,981 Value ($000) $106,150 Avg Close — Range —
Q1 2021
Shares 713,146 Value ($000) $100,725 Avg Close — Range —
Q4 2020
Shares 719,250 Value ($000) $92,078 Avg Close — Range —
Q3 2020
Shares 720,418 Value ($000) $81,011 Avg Close — Range —
Q2 2020
Shares 738,630 Value ($000) $79,927 Avg Close — Range —
Q4 2019
Shares 741,747 Value ($000) $96,494 Avg Close — Range —
Q3 2019
Shares 689,937 Value ($000) $82,199 Avg Close — Range —
Q2 2019
Shares 620,037 Value ($000) $72,278 Avg Close — Range —
Q1 2019
Shares 579,822 Value ($000) $65,369 Avg Close — Range —
Q4 2018
Shares 537,666 Value ($000) $54,380 Avg Close — Range —
Q3 2018
Shares 539,220 Value ($000) $62,463 Avg Close — Range —
Q2 2018
Shares 499,000 Value ($000) $54,955 Avg Close — Range —
Q1 2018
Shares 480,539 Value ($000) $52,542 Avg Close — Range —
Q4 2017
Shares 443,715 Value ($000) $50,690 Avg Close — Range —
Q3 2017
Shares 423,264 Value ($000) $45,674 Avg Close — Range —
Q2 2017
Shares 408,133 Value ($000) $42,838 Avg Close — Range —
Q1 2017
Shares 404,269 Value ($000) $42,060 Avg Close — Range —
Q4 2016
Shares 411,476 Value ($000) $41,715 Avg Close — Range —
Q3 2016
Shares 393,868 Value ($000) $37,402 Avg Close — Range —
Q2 2016
Shares 375,127 Value ($000) $34,849 Avg Close — Range —
Q1 2016
Shares 359,155 Value ($000) $32,299 Avg Close — Range —
Q4 2015
Shares 268,619 Value ($000) $23,781 Avg Close — Range —
Q3 2015
Shares 187,685 Value ($000) $15,771 Avg Close — Range —
Q2 2015
Shares 63,716 Value ($000) $5,875 Avg Close — Range —
Q1 2015
Shares 72,255 Value ($000) $6,688 Avg Close — Range —
Q4 2014
Shares 74,358 Value ($000) $6,973 Avg Close — Range —
Q3 2014
Shares 89,059 Value ($000) $8,022 Avg Close — Range —
Q2 2014
Shares 94,665 Value ($000) $8,546 Avg Close — Range —
Q1 2014
Shares 83,117 Value ($000) $7,223 Avg Close — Range —
Q4 2013
Shares 82,993 Value ($000) $7,093 Avg Close — Range —
Q3 2013
Shares 84,708 Value ($000) $6,634 Avg Close — Range —
Q2 2013
Shares 23,289 Value ($000) $1,765 Avg Close — Range —