ISHARES TR

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

Berkshire Money Management, Inc.'s Holding History (CIK: 0001535172)

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

Q4 2025
Shares 152,364 Value ($000) $32,312 Avg Close — Range —
Q3 2025
Shares 152,101 Value ($000) $31,410 Avg Close — Range —
Q2 2025
Shares 152,352 Value ($000) $29,773 Avg Close — Range —
Q1 2025
Shares 131,755 Value ($000) $25,110 Avg Close — Range —
Q4 2024
Shares 206,526 Value ($000) $39,422 Avg Close — Range —
Q3 2024
Shares 204,597 Value ($000) $40,340 Avg Close — Range —
Q2 2024
Shares 202,865 Value ($000) $36,923 Avg Close — Range —
Q1 2024
Shares 199,667 Value ($000) $37,300 Avg Close — Range —
Q4 2023
Shares 195,638 Value ($000) $34,019 Avg Close — Range —
Q3 2023
Shares 270,207 Value ($000) $41,569 Avg Close — Range —
Q2 2023
Shares 234,529 Value ($000) $37,804 Avg Close — Range —
Q1 2023
Shares 234,299 Value ($000) $35,557 Avg Close — Range —
Q4 2022
Shares 203,824 Value ($000) $29,569 Avg Close — Range —
Q3 2022
Shares 179,501 Value ($000) $23,069 Avg Close — Range —
Q2 2022
Shares 50,890 Value ($000) $6,995 Avg Close — Range —
Q1 2016
Shares 2,386 Value ($000) $215 Avg Close — Range —
Q4 2015
Shares 2,386 Value ($000) $211,251 Avg Close — Range —
Q3 2015
Shares 400,478 Value ($000) $37,553 Avg Close — Range —
Q2 2015
Shares 413,032 Value ($000) $38,086 Avg Close — Range —
Q1 2015
Shares 423,761 Value ($000) $39,223 Avg Close — Range —
Q4 2014
Shares 417,343 Value ($000) $39,134 Avg Close — Range —
Q3 2014
Shares 359,937 Value ($000) $32,420 Avg Close — Range —