ISHARES TR

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

Emergent Wealth Advisors, LLC's Holding History (CIK: 0001799880)

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

Q4 2025
Shares 6,806 Value ($000) $1,443 Avg Close — Range —
Q3 2025
Shares 6,897 Value ($000) $1,424 Avg Close — Range —
Q2 2025
Shares 6,563 Value ($000) $1,283 Avg Close — Range —
Q1 2025
Shares 6,261 Value ($000) $1,193 Avg Close — Range —
Q4 2024
Shares 5,504 Value ($000) $1,051 Avg Close — Range —
Q3 2024
Shares 5,457 Value ($000) $1,076 Avg Close — Range —
Q2 2024
Shares 1,578 Value ($000) $287 Avg Close — Range —