ISHARES TR

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

Kelman-Lazarov, Inc.'s Holding History (CIK: 0001672067)

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

Q4 2025
Shares 3,419 Value ($000) $725 Avg Close Range
Q3 2025
Shares 3,783 Value ($000) $781 Avg Close Range
Q2 2025
Shares 3,418 Value ($000) $668 Avg Close Range
Q1 2025
Shares 3,418 Value ($000) $651 Avg Close Range
Q4 2024
Shares 3,405 Value ($000) $650 Avg Close Range
Q3 2024
Shares 3,405 Value ($000) $671 Avg Close Range
Q2 2024
Shares 3,405 Value ($000) $620 Avg Close Range
Q1 2024
Shares 3,405 Value ($000) $636 Avg Close Range
Q4 2023
Shares 3,405 Value ($000) $592 Avg Close Range
Q3 2023
Shares 3,405 Value ($000) $524 Avg Close Range
Q2 2023
Shares 3,405 Value ($000) $549 Avg Close Range
Q1 2023
Shares 3,405 Value ($000) $517 Avg Close Range
Q4 2022
Shares 3,405 Value ($000) $494 Avg Close Range
Q3 2022
Shares 3,405 Value ($000) $438 Avg Close Range
Q2 2022
Shares 3,405 Value ($000) $468 Avg Close Range
Q1 2022
Shares 3,500 Value ($000) $545 Avg Close Range
Q4 2021
Shares 3,500 Value ($000) $548 Avg Close Range
Q3 2021
Shares 3,500 Value ($000) $509 Avg Close Range
Q2 2021
Shares 3,500 Value ($000) $517 Avg Close Range
Q1 2021
Shares 3,500 Value ($000) $494 Avg Close Range
Q4 2020
Shares 3,500 Value ($000) $448 Avg Close Range
Q3 2020
Shares 3,500 Value ($000) $394 Avg Close Range
Q2 2020
Shares 3,500 Value ($000) $379 Avg Close Range
Q4 2016
Shares 1,700 Value ($000) $172,346 Avg Close Range
Q3 2016
Shares 1,700 Value ($000) $160,038 Avg Close Range
Q2 2016
Shares 1,700 Value ($000) $157,964 Avg Close Range
Q1 2016
Shares 1,700 Value ($000) $153 Avg Close Range