ISHARES TR

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

Baltimore-Washington Financial Advisors, Inc.'s Holding History (CIK: 0001555486)

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

Q4 2025
Shares 1,779 Value ($000) $377 Avg Close — Range —
Q3 2025
Shares 980 Value ($000) $202 Avg Close — Range —