ISHARES TR

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

MONEYWISE, INC.'s Holding History (CIK: 0001703080)

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

Q4 2025
Shares 1,955 Value ($000) $415 Avg Close — Range —
Q3 2025
Shares 1,742 Value ($000) $360 Avg Close — Range —
Q2 2025
Shares 1,793 Value ($000) $350 Avg Close — Range —