ISHARES TR

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

Broadview Financial Management, LLC's Holding History (CIK: 0001697024)

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

Q4 2025
Shares 51,906 Value ($000) $11,008 Avg Close Range
Q3 2025
Shares 52,646 Value ($000) $10,872 Avg Close Range
Q2 2025
Shares 55,159 Value ($000) $10,779 Avg Close Range
Q1 2025
Shares 56,621 Value ($000) $10,791 Avg Close Range
Q4 2024
Shares 56,628 Value ($000) $10,809 Avg Close Range
Q3 2024
Shares 60,473 Value ($000) $11,923 Avg Close Range
Q2 2024
Shares 59,051 Value ($000) $10,748 Avg Close Range
Q1 2024
Shares 58,417 Value ($000) $10,913 Avg Close Range
Q4 2023
Shares 58,315 Value ($000) $10,140 Avg Close Range
Q3 2023
Shares 58,807 Value ($000) $9,047 Avg Close Range
Q2 2023
Shares 60,188 Value ($000) $9,702 Avg Close Range
Q1 2023
Shares 60,591 Value ($000) $9,195 Avg Close Range
Q4 2022
Shares 59,223 Value ($000) $8,592 Avg Close Range
Q3 2022
Shares 64,374 Value ($000) $8,273 Avg Close Range
Q2 2022
Shares 63,846 Value ($000) $8,776 Avg Close Range
Q1 2022
Shares 62,702 Value ($000) $9,764 Avg Close Range
Q4 2021
Shares 63,498 Value ($000) $9,946 Avg Close Range
Q3 2021
Shares 63,372 Value ($000) $9,216 Avg Close Range
Q2 2021
Shares 63,816 Value ($000) $9,422 Avg Close Range
Q1 2021
Shares 64,596 Value ($000) $9,124 Avg Close Range
Q4 2020
Shares 66,777 Value ($000) $8,549 Avg Close Range
Q3 2020
Shares 65,345 Value ($000) $7,348 Avg Close Range
Q2 2020
Shares 68,345 Value ($000) $7,396 Avg Close Range
Q1 2020
Shares 74,973 Value ($000) $7,216 Avg Close Range
Q4 2019
Shares 72,793 Value ($000) $9,470 Avg Close Range
Q3 2019
Shares 75,817 Value ($000) $9,033 Avg Close Range
Q2 2019
Shares 70,946 Value ($000) $8,270 Avg Close Range
Q1 2019
Shares 70,247 Value ($000) $7,920 Avg Close Range
Q4 2018
Shares 69,267 Value ($000) $7,006 Avg Close Range
Q3 2018
Shares 75,452 Value ($000) $8,740 Avg Close Range
Q2 2018
Shares 74,728 Value ($000) $8,230 Avg Close Range
Q1 2018
Shares 75,407 Value ($000) $8,245 Avg Close Range
Q4 2017
Shares 74,017 Value ($000) $8,456 Avg Close Range