ISHARES TR

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

ATTICUS WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001800234)

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

Q2 2025
Shares 17 Value ($000) $3 Avg Close Range
Q1 2025
Shares 17 Value ($000) $3 Avg Close Range
Q4 2024
Shares 17 Value ($000) $3 Avg Close Range
Q3 2024
Shares 17 Value ($000) $3 Avg Close Range
Q2 2024
Shares 104 Value ($000) $19 Avg Close Range
Q1 2024
Shares 551 Value ($000) $103 Avg Close Range
Q4 2023
Shares 749 Value ($000) $130 Avg Close Range
Q3 2023
Shares 787 Value ($000) $121 Avg Close Range
Q4 2022
Shares 216 Value ($000) $31 Avg Close Range
Q2 2022
Shares 232 Value ($000) $32 Avg Close Range
Q1 2022
Shares 245 Value ($000) $38 Avg Close Range
Q4 2021
Shares 244 Value ($000) $38 Avg Close Range
Q3 2021
Shares 594 Value ($000) $86 Avg Close Range
Q2 2021
Shares 594 Value ($000) $88 Avg Close Range
Q1 2021
Shares 263 Value ($000) $37 Avg Close Range
Q4 2020
Shares 285 Value ($000) $37 Avg Close Range
Q3 2020
Shares 114 Value ($000) $13 Avg Close Range
Q2 2020
Shares 168 Value ($000) $18 Avg Close Range
Q1 2020
Shares 672 Value ($000) $65 Avg Close Range
Q4 2019
Shares 1,083 Value ($000) $141 Avg Close Range