ISHARES TR

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

Great Point Wealth Advisors, LLC's Holding History (CIK: 0001760304)

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

Q4 2025
Shares 12,001 Value ($000) $2,545 Avg Close — Range —
Q3 2025
Shares 12,001 Value ($000) $2,478 Avg Close — Range —
Q1 2025
Shares 11,996 Value ($000) $2,286 Avg Close — Range —
Q4 2024
Shares 11,996 Value ($000) $2,290 Avg Close — Range —
Q3 2024
Shares 11,837 Value ($000) $2,334 Avg Close — Range —
Q2 2024
Shares 11,837 Value ($000) $2,154 Avg Close — Range —
Q1 2024
Shares 11,837 Value ($000) $2,211 Avg Close — Range —
Q4 2023
Shares 11,837 Value ($000) $2,058 Avg Close — Range —
Q3 2023
Shares 11,837 Value ($000) $1,821 Avg Close — Range —
Q2 2023
Shares 11,837 Value ($000) $1,908 Avg Close — Range —
Q1 2023
Shares 11,837 Value ($000) $1,796 Avg Close — Range —
Q4 2022
Shares 11,837 Value ($000) $1,717 Avg Close — Range —
Q3 2022
Shares 11,837 Value ($000) $1,521 Avg Close — Range —
Q2 2022
Shares 11,837 Value ($000) $1,627 Avg Close — Range —
Q1 2022
Shares 11,837 Value ($000) $1,843 Avg Close — Range —
Q4 2021
Shares 11,837 Value ($000) $1,854 Avg Close — Range —
Q3 2021
Shares 11,837 Value ($000) $1,721 Avg Close — Range —
Q2 2021
Shares 11,837 Value ($000) $1,748 Avg Close — Range —
Q1 2021
Shares 11,837 Value ($000) $1,672 Avg Close — Range —
Q4 2020
Shares 11,837 Value ($000) $1,515 Avg Close — Range —
Q3 2020
Shares 11,837 Value ($000) $1,280 Avg Close — Range —
Q2 2020
Shares 11,837 Value ($000) $1,280 Avg Close — Range —
Q1 2020
Shares 11,837 Value ($000) $1,139 Avg Close — Range —
Q4 2019
Shares 12,542 Value ($000) $1,631 Avg Close — Range —
Q3 2019
Shares 12,542 Value ($000) $1,494 Avg Close — Range —
Q2 2019
Shares 12,542 Value ($000) $1,462 Avg Close — Range —
Q1 2019
Shares 12,542 Value ($000) $1,413 Avg Close — Range —
Q4 2018
Shares 12,542 Value ($000) $1,268 Avg Close — Range —