ISHARES TR

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

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2025
Shares 108,331 Value ($000) $22,953 Avg Close Range
Q3 2025
Shares 105,150 Value ($000) $21,714 Avg Close Range
Q2 2025
Shares 99,789 Value ($000) $19,501 Avg Close Range
Q1 2025
Shares 86,091 Value ($000) $16,399 Avg Close Range
Q4 2024
Shares 59,361 Value ($000) $11,326 Avg Close Range
Q3 2024
Shares 57,660 Value ($000) $11,368 Avg Close Range
Q2 2024
Shares 411,954 Value ($000) $10 Avg Close Range
Q1 2024
Shares 57,341 Value ($000) $11 Avg Close Range
Q4 2023
Shares 2,477 Value ($000) $0 Avg Close Range
Q3 2023
Shares 2,497 Value ($000) $0 Avg Close Range
Q2 2023
Shares 2,607 Value ($000) $420 Avg Close Range
Q1 2023
Shares 2,639 Value ($000) $400 Avg Close Range
Q3 2022
Shares 2,664 Value ($000) $342 Avg Close Range
Q2 2022
Shares 2,671 Value ($000) $367 Avg Close Range
Q1 2022
Shares 2,850 Value ($000) $443 Avg Close Range
Q4 2021
Shares 1,357 Value ($000) $212 Avg Close Range
Q3 2021
Shares 1,370 Value ($000) $199 Avg Close Range
Q2 2021
Shares 1,365 Value ($000) $201 Avg Close Range
Q1 2021
Shares 1,356 Value ($000) $172 Avg Close Range
Q4 2020
Shares 1,356 Value ($000) $172 Avg Close Range
Q3 2020
Shares 1,351 Value ($000) $152 Avg Close Range
Q2 2020
Shares 413 Value ($000) $45 Avg Close Range
Q1 2020
Shares 433 Value ($000) $42 Avg Close Range
Q4 2019
Shares 788 Value ($000) $103 Avg Close Range
Q3 2019
Shares 778 Value ($000) $93 Avg Close Range
Q2 2019
Shares 831 Value ($000) $97 Avg Close Range
Q1 2019
Shares 1,043 Value ($000) $117 Avg Close Range
Q4 2018
Shares 2,277 Value ($000) $230 Avg Close Range