ISHARES TR

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

TOBIAS FINANCIAL ADVISORS, INC.'s Holding History (CIK: 0001802080)

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

Q4 2025
Shares 14,579 Value ($000) $3,092 Avg Close — Range —
Q3 2025
Shares 14,585 Value ($000) $3,012 Avg Close — Range —
Q2 2025
Shares 15,072 Value ($000) $2,945 Avg Close — Range —
Q1 2025
Shares 15,080 Value ($000) $2,874 Avg Close — Range —
Q4 2024
Shares 14,809 Value ($000) $2,827 Avg Close — Range —
Q3 2024
Shares 15,184 Value ($000) $2,994 Avg Close — Range —
Q2 2024
Shares 16,260 Value ($000) $2,959 Avg Close — Range —
Q1 2024
Shares 16,361 Value ($000) $3,056 Avg Close — Range —
Q4 2023
Shares 16,361 Value ($000) $2,845 Avg Close — Range —
Q3 2023
Shares 16,336 Value ($000) $2,513 Avg Close — Range —
Q2 2023
Shares 16,895 Value ($000) $2,723 Avg Close — Range —
Q1 2023
Shares 16,902 Value ($000) $2,565 Avg Close — Range —
Q4 2022
Shares 19,555 Value ($000) $2,837 Avg Close — Range —
Q3 2022
Shares 19,930 Value ($000) $2,561 Avg Close — Range —
Q2 2022
Shares 14,542 Value ($000) $1,999 Avg Close — Range —
Q1 2022
Shares 14,559 Value ($000) $2,267 Avg Close — Range —
Q3 2021
Shares 14,469 Value ($000) $2,104 Avg Close — Range —
Q2 2021
Shares 16,269 Value ($000) $2,402 Avg Close — Range —
Q1 2021
Shares 16,308 Value ($000) $2,303 Avg Close — Range —
Q4 2020
Shares 7,602 Value ($000) $973 Avg Close — Range —
Q3 2020
Shares 9,250 Value ($000) $1,040 Avg Close — Range —
Q2 2020
Shares 10,917 Value ($000) $1,181 Avg Close — Range —
Q1 2020
Shares 11,591 Value ($000) $1,116 Avg Close — Range —
Q4 2019
Shares 12,044 Value ($000) $1,566 Avg Close — Range —