ISHARES TR

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

SteelPeak Wealth, LLC's Holding History (CIK: 0001801868)

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

Q4 2025
Shares 205,014 Value ($000) $43,477 Avg Close — Range —
Q3 2025
Shares 145,582 Value ($000) $30,064 Avg Close — Range —
Q2 2025
Shares 141,750 Value ($000) $27,701 Avg Close — Range —
Q1 2025
Shares 122,752 Value ($000) $23,394 Avg Close — Range —
Q4 2024
Shares 79,816 Value ($000) $15,235 Avg Close — Range —
Q3 2024
Shares 77,007 Value ($000) $15,183 Avg Close — Range —
Q2 2024
Shares 72,407 Value ($000) $13,179 Avg Close — Range —
Q1 2024
Shares 67,516 Value ($000) $12,613 Avg Close — Range —
Q4 2023
Shares 2,323 Value ($000) $404 Avg Close — Range —
Q3 2023
Shares 2,309 Value ($000) $357 Avg Close — Range —
Q2 2023
Shares 2,158 Value ($000) $348 Avg Close — Range —
Q1 2023
Shares 1,819 Value ($000) $276 Avg Close — Range —
Q4 2022
Shares 2,122 Value ($000) $308 Avg Close — Range —
Q3 2022
Shares 2,683 Value ($000) $345 Avg Close — Range —
Q2 2022
Shares 3,967 Value ($000) $545 Avg Close — Range —
Q1 2022
Shares 3,793 Value ($000) $591 Avg Close — Range —
Q4 2021
Shares 3,559 Value ($000) $557 Avg Close — Range —
Q3 2021
Shares 1,720 Value ($000) $250 Avg Close — Range —
Q2 2021
Shares 2,024 Value ($000) $299 Avg Close — Range —