ISHARES TR

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

Cypress Wealth Services, LLC's Holding History (CIK: 0001721527)

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

Q4 2025
Shares 89,705 Value ($000) $19,024 Avg Close — Range —
Q3 2025
Shares 59,479 Value ($000) $12,283 Avg Close — Range —
Q2 2025
Shares 58,843 Value ($000) $11,499 Avg Close — Range —
Q1 2025
Shares 61,644 Value ($000) $11,748 Avg Close — Range —
Q4 2024
Shares 42,145 Value ($000) $8,045 Avg Close — Range —
Q3 2024
Shares 40,115 Value ($000) $7,910 Avg Close — Range —
Q2 2024
Shares 39,718 Value ($000) $7,229 Avg Close — Range —
Q1 2024
Shares 35,952 Value ($000) $6,716 Avg Close — Range —
Q3 2022
Shares 1,708 Value ($000) $224 Avg Close — Range —
Q2 2022
Shares 1,521 Value ($000) $209 Avg Close — Range —
Q1 2022
Shares 1,509 Value ($000) $235 Avg Close — Range —
Q4 2019
Shares 4,011 Value ($000) $522 Avg Close — Range —
Q3 2019
Shares 3,806 Value ($000) $453 Avg Close — Range —
Q2 2019
Shares 3,806 Value ($000) $444 Avg Close — Range —
Q1 2019
Shares 3,477 Value ($000) $392 Avg Close — Range —
Q4 2018
Shares 3,074 Value ($000) $311 Avg Close — Range —