ISHARES TR

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

Freedom Investment Management, Inc.'s Holding History (CIK: 0001566653)

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

Q4 2025
Shares 977 Value ($000) $207 Avg Close Range
Q3 2025
Shares 1,014 Value ($000) $209 Avg Close Range
Q2 2025
Shares 5,655 Value ($000) $1,105 Avg Close Range
Q1 2025
Shares 3,725 Value ($000) $710 Avg Close Range
Q3 2024
Shares 2,379 Value ($000) $469 Avg Close Range
Q4 2017
Shares 10,312 Value ($000) $1,178 Avg Close Range
Q3 2017
Shares 11,408 Value ($000) $1,231 Avg Close Range
Q2 2017
Shares 10,679 Value ($000) $1,121 Avg Close Range
Q1 2017
Shares 13,124 Value ($000) $1,365 Avg Close Range
Q4 2016
Shares 13,339 Value ($000) $1,352 Avg Close Range
Q3 2016
Shares 13,578 Value ($000) $1,289 Avg Close Range
Q2 2016
Shares 10,945 Value ($000) $1,017 Avg Close Range
Q1 2016
Shares 9,434 Value ($000) $848 Avg Close Range
Q4 2015
Shares 10,016 Value ($000) $887 Avg Close Range
Q3 2015
Shares 3,879 Value ($000) $260 Avg Close Range
Q2 2015
Shares 9,425 Value ($000) $869 Avg Close Range
Q1 2015
Shares 8,836 Value ($000) $818 Avg Close Range
Q4 2014
Shares 8,725 Value ($000) $818 Avg Close Range
Q3 2014
Shares 8,138 Value ($000) $733 Avg Close Range
Q2 2014
Shares 7,660 Value ($000) $692 Avg Close Range
Q1 2014
Shares 8,002 Value ($000) $695 Avg Close Range
Q4 2013
Shares 8,179 Value ($000) $699 Avg Close Range
Q3 2013
Shares 8,834 Value ($000) $692 Avg Close Range
Q2 2013
Shares 8,873 Value ($000) $672 Avg Close Range
Q1 2013
Shares 8,094 Value ($000) $597 Avg Close Range