ISHARES TR

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

ERTS Wealth Advisors, LLC's Holding History (CIK: 0001767602)

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

Q1 2025
Shares 9,701 Value ($000) $1,849 Avg Close — Range —
Q4 2024
Shares 11,987 Value ($000) $2,288 Avg Close — Range —
Q3 2024
Shares 12,196 Value ($000) $2,405 Avg Close — Range —
Q2 2024
Shares 14,424 Value ($000) $2,625 Avg Close — Range —
Q1 2024
Shares 15,870 Value ($000) $2,965 Avg Close — Range —
Q4 2023
Shares 15,987 Value ($000) $2,780 Avg Close — Range —
Q3 2023
Shares 13,890 Value ($000) $2,137 Avg Close — Range —
Q2 2023
Shares 13,890 Value ($000) $2,239 Avg Close — Range —
Q1 2023
Shares 13,961 Value ($000) $2,119 Avg Close — Range —
Q4 2022
Shares 15,455 Value ($000) $2,242 Avg Close — Range —
Q3 2022
Shares 18,017 Value ($000) $2,316 Avg Close — Range —
Q2 2022
Shares 16,364 Value ($000) $2,249 Avg Close — Range —
Q4 2018
Shares 271 Value ($000) $27 Avg Close — Range —