ISHARES TR

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

Foster Victor Wealth Advisors, LLC's Holding History (CIK: 0001769063)

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

Q4 2025
Shares 1,300 Value ($000) $282 Avg Close — Range —
Q3 2025
Shares 994 Value ($000) $207 Avg Close — Range —