ISHARES TR

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

Westside Investment Management, Inc.'s Holding History (CIK: 0001538383)

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

Q4 2025
Shares 50 Value ($000) $11 Avg Close — Range —
Q3 2025
Shares 50 Value ($000) $10 Avg Close — Range —
Q2 2025
Shares 50 Value ($000) $10 Avg Close — Range —
Q1 2025
Shares 50 Value ($000) $10 Avg Close — Range —
Q3 2021
Shares 107 Value ($000) $15 Avg Close — Range —
Q2 2021
Shares 107 Value ($000) $15 Avg Close — Range —
Q1 2021
Shares 107 Value ($000) $15 Avg Close — Range —
Q2 2019
Shares 721 Value ($000) $84 Avg Close — Range —
Q4 2018
Shares 721 Value ($000) $72,921 Avg Close — Range —
Q2 2018
Shares 721 Value ($000) $79,332 Avg Close — Range —
Q1 2018
Shares 721 Value ($000) $77,168 Avg Close — Range —
Q4 2017
Shares 721 Value ($000) $83,960 Avg Close — Range —
Q3 2017
Shares 721 Value ($000) $78,415 Avg Close — Range —
Q2 2017
Shares 721 Value ($000) $75,625 Avg Close — Range —
Q1 2017
Shares 721 Value ($000) $74,595 Avg Close — Range —