ISHARES TR

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

PKS Advisory Services, LLC's Holding History (CIK: 0001605401)

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

Q4 2025
Shares 13,458 Value ($000) $2,854 Avg Close — Range —
Q3 2025
Shares 13,259 Value ($000) $2,738 Avg Close — Range —
Q2 2025
Shares 12,771 Value ($000) $2,496 Avg Close — Range —
Q1 2025
Shares 13,121 Value ($000) $2,500 Avg Close — Range —
Q4 2024
Shares 16,618 Value ($000) $3,172 Avg Close — Range —