ISHARES TR

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

Birch Hill Investment Advisors LLC's Holding History (CIK: 0001424177)

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

Q4 2025
Shares 3,723 Value ($000) $790 Avg Close — Range —
Q3 2025
Shares 4,323 Value ($000) $893 Avg Close — Range —
Q2 2025
Shares 4,365 Value ($000) $853 Avg Close — Range —
Q1 2025
Shares 4,385 Value ($000) $836 Avg Close — Range —
Q4 2024
Shares 3,734 Value ($000) $713 Avg Close — Range —
Q3 2024
Shares 3,813 Value ($000) $752 Avg Close — Range —
Q2 2024
Shares 3,813 Value ($000) $694 Avg Close — Range —
Q1 2024
Shares 1,200 Value ($000) $224 Avg Close — Range —
Q4 2023
Shares 1,200 Value ($000) $209 Avg Close — Range —