ISHARES TR

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

Avidian Wealth Solutions, LLC's Holding History (CIK: 0001471474)

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

Q4 2025
Shares 48,978 Value ($000) $10,387 Avg Close — Range —
Q3 2025
Shares 43,795 Value ($000) $9,044 Avg Close — Range —
Q2 2025
Shares 43,857 Value ($000) $8,571 Avg Close — Range —
Q1 2025
Shares 42,990 Value ($000) $8,193 Avg Close — Range —
Q4 2024
Shares 39,501 Value ($000) $7,540 Avg Close — Range —
Q3 2024
Shares 39,855 Value ($000) $7,858 Avg Close — Range —
Q2 2024
Shares 43,137 Value ($000) $7,851 Avg Close — Range —
Q1 2024
Shares 46,181 Value ($000) $8,627 Avg Close — Range —
Q4 2023
Shares 43,958 Value ($000) $7,644 Avg Close — Range —
Q3 2023
Shares 54,811 Value ($000) $8,432 Avg Close — Range —
Q2 2023
Shares 51,747 Value ($000) $8,341 Avg Close — Range —
Q1 2023
Shares 46,539 Value ($000) $7,063 Avg Close — Range —
Q2 2022
Shares 9,058 Value ($000) $1,245 Avg Close — Range —
Q1 2022
Shares 11,919 Value ($000) $1,856 Avg Close — Range —
Q4 2021
Shares 10,272 Value ($000) $1,609 Avg Close — Range —
Q2 2021
Shares 1,500 Value ($000) $221 Avg Close — Range —
Q1 2021
Shares 1,500 Value ($000) $212 Avg Close — Range —