ISHARES TR

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

SRS Capital Advisors, Inc.'s Holding History (CIK: 0001586767)

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

Q4 2025
Shares 32,461 Value ($000) $6,884 Avg Close — Range —
Q2 2025
Shares 6,614 Value ($000) $4,571 Avg Close — Range —
Q1 2025
Shares 110,493 Value ($000) $21,058 Avg Close — Range —
Q4 2024
Shares 113,651 Value ($000) $21,694 Avg Close — Range —
Q3 2024
Shares 115,293 Value ($000) $22,732 Avg Close — Range —
Q2 2024
Shares 116,308 Value ($000) $21,169 Avg Close — Range —
Q1 2024
Shares 119,115 Value ($000) $22,252 Avg Close — Range —
Q4 2023
Shares 127,196 Value ($000) $22,118 Avg Close — Range —
Q3 2023
Shares 129,390 Value ($000) $19,905 Avg Close — Range —
Q2 2023
Shares 71,148 Value ($000) $11,468 Avg Close — Range —
Q1 2023
Shares 11,220 Value ($000) $1,703 Avg Close — Range —
Q4 2022
Shares 13,038 Value ($000) $1,891 Avg Close — Range —
Q3 2022
Shares 13,980 Value ($000) $1,797 Avg Close — Range —
Q2 2022
Shares 14,165 Value ($000) $1,947 Avg Close — Range —
Q1 2022
Shares 16,457 Value ($000) $2,563 Avg Close — Range —
Q4 2021
Shares 3,499 Value ($000) $548 Avg Close — Range —
Q3 2021
Shares 3,491 Value ($000) $508 Avg Close — Range —
Q2 2021
Shares 3,477 Value ($000) $513 Avg Close — Range —
Q4 2020
Shares 3,534 Value ($000) $452 Avg Close — Range —
Q3 2020
Shares 3,535 Value ($000) $397 Avg Close — Range —
Q2 2020
Shares 223,468 Value ($000) $24,181 Avg Close — Range —
Q1 2020
Shares 3,894 Value ($000) $375 Avg Close — Range —
Q4 2019
Shares 4,741 Value ($000) $617 Avg Close — Range —
Q3 2019
Shares 4,991 Value ($000) $595 Avg Close — Range —
Q2 2019
Shares 5,218 Value ($000) $608 Avg Close — Range —
Q4 2018
Shares 4,342 Value ($000) $439 Avg Close — Range —
Q3 2018
Shares 9,552 Value ($000) $1,106 Avg Close — Range —
Q2 2018
Shares 8,973 Value ($000) $988 Avg Close — Range —
Q1 2018
Shares 8,973 Value ($000) $981 Avg Close — Range —
Q4 2017
Shares 8,953 Value ($000) $1,022 Avg Close — Range —
Q3 2017
Shares 9,142 Value ($000) $986 Avg Close — Range —
Q2 2017
Shares 11,350 Value ($000) $1,183 Avg Close — Range —
Q1 2017
Shares 11,343 Value ($000) $1,180 Avg Close — Range —
Q4 2016
Shares 10,174 Value ($000) $1,031 Avg Close — Range —