ISHARES TR

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

Independent Advisor Alliance's Holding History (CIK: 0001696899)

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

Q4 2025
Shares 2,592 Value ($000) $550 Avg Close — Range —
Q3 2025
Shares 2,500 Value ($000) $516 Avg Close — Range —
Q2 2025
Shares 2,579 Value ($000) $504 Avg Close — Range —
Q4 2024
Shares 31,605 Value ($000) $6,033 Avg Close — Range —
Q4 2019
Shares 17,565 Value ($000) $2,285 Avg Close — Range —
Q1 2017
Shares 5,587 Value ($000) $578 Avg Close — Range —