ISHARES TR

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

BIP Wealth, LLC's Holding History (CIK: 0001590214)

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

Q4 2025
Shares 7,816 Value ($000) $1,657 Avg Close — Range —
Q3 2025
Shares 6,001 Value ($000) $1,239 Avg Close — Range —
Q2 2025
Shares 2,103 Value ($000) $411 Avg Close — Range —
Q1 2025
Shares 2,598 Value ($000) $495 Avg Close — Range —
Q4 2024
Shares 2,556 Value ($000) $488 Avg Close — Range —
Q3 2024
Shares 2,032 Value ($000) $401 Avg Close — Range —
Q2 2024
Shares 2,031 Value ($000) $370 Avg Close — Range —
Q1 2024
Shares 2,030 Value ($000) $379 Avg Close — Range —
Q4 2023
Shares 2,189 Value ($000) $381 Avg Close — Range —
Q3 2023
Shares 2,358 Value ($000) $363 Avg Close — Range —