ISHARES TR

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

YHB Investment Advisors, Inc.'s Holding History (CIK: 0001469219)

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

Q4 2025
Shares 35,748 Value ($000) $7,581 Avg Close — Range —
Q3 2025
Shares 35,584 Value ($000) $7,349 Avg Close — Range —
Q2 2025
Shares 35,438 Value ($000) $6,925 Avg Close — Range —
Q1 2025
Shares 35,291 Value ($000) $6,726 Avg Close — Range —
Q4 2024
Shares 35,156 Value ($000) $6,711 Avg Close — Range —
Q3 2024
Shares 34,966 Value ($000) $6,894 Avg Close — Range —
Q2 2024
Shares 34,769 Value ($000) $6,328 Avg Close — Range —
Q1 2024
Shares 34,610 Value ($000) $6,465 Avg Close — Range —
Q4 2023
Shares 35,896 Value ($000) $6,242 Avg Close — Range —
Q3 2023
Shares 39,960 Value ($000) $6,148 Avg Close — Range —
Q2 2023
Shares 39,960 Value ($000) $6,441 Avg Close — Range —
Q1 2023
Shares 39,824 Value ($000) $6,044 Avg Close — Range —
Q4 2022
Shares 38,821 Value ($000) $5,632 Avg Close — Range —
Q3 2022
Shares 33,003 Value ($000) $4,242 Avg Close — Range —
Q2 2022
Shares 28,855 Value ($000) $3,966 Avg Close — Range —