ISHARES TR

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

LPWM LLC's Holding History (CIK: 0001801101)

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

Q4 2025
Shares 329,407 Value ($000) $69,857 Avg Close — Range —
Q3 2025
Shares 317,272 Value ($000) $65,520 Avg Close — Range —
Q2 2025
Shares 307,687 Value ($000) $60,128 Avg Close — Range —
Q1 2025
Shares 294,469 Value ($000) $56,120 Avg Close — Range —
Q4 2024
Shares 279,915 Value ($000) $53,430 Avg Close — Range —
Q3 2024
Shares 277,279 Value ($000) $54,169 Avg Close — Range —
Q2 2024
Shares 271,122 Value ($000) $49,247 Avg Close — Range —
Q1 2024
Shares 267,847 Value ($000) $48,670 Avg Close — Range —
Q4 2023
Shares 263,188 Value ($000) $45,737 Avg Close — Range —
Q3 2023
Shares 254,891 Value ($000) $38,975 Avg Close — Range —
Q2 2023
Shares 250,804 Value ($000) $40,500 Avg Close — Range —
Q1 2023
Shares 249,212 Value ($000) $37,820 Avg Close — Range —
Q4 2022
Shares 242,937 Value ($000) $36,547 Avg Close — Range —
Q3 2022
Shares 244,307 Value ($000) $31,398 Avg Close — Range —
Q2 2022
Shares 240,267 Value ($000) $33,414 Avg Close — Range —
Q1 2022
Shares 228,995 Value ($000) $35,742 Avg Close — Range —
Q4 2021
Shares 236,761 Value ($000) $37,084 Avg Close — Range —
Q3 2021
Shares 227,077 Value ($000) $33,473 Avg Close — Range —
Q2 2021
Shares 220,922 Value ($000) $32,807 Avg Close — Range —
Q1 2021
Shares 214,204 Value ($000) $30,456 Avg Close — Range —
Q4 2020
Shares 208,165 Value ($000) $26,649 Avg Close — Range —
Q3 2020
Shares 195,973 Value ($000) $22,061 Avg Close — Range —
Q2 2020
Shares 190,340 Value ($000) $20,597 Avg Close — Range —
Q1 2020
Shares 193,875 Value ($000) $18,660 Avg Close — Range —
Q4 2019
Shares 171,274 Value ($000) $22,281 Avg Close — Range —