ISHARES TR

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

Florida Trust Wealth Management Co's Holding History (CIK: 0001651023)

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

Q4 2025
Shares 20,217 Value ($000) $4,287 Avg Close — Range —
Q3 2025
Shares 19,233 Value ($000) $3,972 Avg Close — Range —
Q2 2025
Shares 17,408 Value ($000) $3,402 Avg Close — Range —
Q1 2025
Shares 16,483 Value ($000) $3,141 Avg Close — Range —
Q4 2024
Shares 17,939 Value ($000) $3,424 Avg Close — Range —
Q3 2024
Shares 19,464 Value ($000) $3,838 Avg Close — Range —
Q2 2024
Shares 18,123 Value ($000) $3,299 Avg Close — Range —
Q1 2024
Shares 18,563 Value ($000) $3,468 Avg Close — Range —
Q4 2023
Shares 18,523 Value ($000) $3,221 Avg Close — Range —