ISHARES TR

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

Legacy Bridge, LLC's Holding History (CIK: 0001689144)

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

Q4 2025
Shares 729 Value ($000) $155 Avg Close Range
Q3 2025
Shares 729 Value ($000) $151 Avg Close Range
Q2 2025
Shares 729 Value ($000) $142 Avg Close Range
Q1 2025
Shares 729 Value ($000) $139 Avg Close Range
Q4 2024
Shares 729 Value ($000) $139 Avg Close Range
Q3 2024
Shares 729 Value ($000) $144 Avg Close Range
Q2 2024
Shares 729 Value ($000) $133 Avg Close Range
Q1 2024
Shares 728 Value ($000) $136 Avg Close Range
Q4 2023
Shares 714 Value ($000) $124 Avg Close Range
Q3 2023
Shares 701 Value ($000) $108 Avg Close Range
Q2 2023
Shares 701 Value ($000) $113 Avg Close Range
Q1 2023
Shares 651 Value ($000) $99 Avg Close Range
Q4 2022
Shares 651 Value ($000) $94 Avg Close Range
Q3 2022
Shares 651 Value ($000) $84 Avg Close Range
Q2 2022
Shares 651 Value ($000) $89 Avg Close Range
Q1 2022
Shares 651 Value ($000) $101 Avg Close Range
Q4 2021
Shares 651 Value ($000) $102 Avg Close Range
Q3 2021
Shares 651 Value ($000) $95 Avg Close Range
Q2 2021
Shares 651 Value ($000) $96 Avg Close Range
Q1 2021
Shares 650 Value ($000) $92 Avg Close Range
Q4 2020
Shares 650 Value ($000) $83 Avg Close Range
Q3 2020
Shares 650 Value ($000) $73 Avg Close Range
Q2 2020
Shares 650 Value ($000) $70 Avg Close Range
Q1 2020
Shares 650 Value ($000) $63 Avg Close Range
Q4 2019
Shares 944 Value ($000) $123 Avg Close Range
Q3 2019
Shares 944 Value ($000) $112 Avg Close Range
Q2 2019
Shares 944 Value ($000) $110 Avg Close Range
Q1 2019
Shares 944 Value ($000) $106 Avg Close Range
Q4 2018
Shares 944 Value ($000) $95 Avg Close Range