ISHARES TR

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

Investment Research & Advisory Group, Inc.'s Holding History (CIK: 0001802136)

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

Q4 2025
Shares 2,579 Value ($000) $547 Avg Close — Range —
Q3 2025
Shares 2,567 Value ($000) $530 Avg Close — Range —
Q2 2025
Shares 2,555 Value ($000) $499 Avg Close — Range —
Q1 2025
Shares 2,545 Value ($000) $485 Avg Close — Range —
Q4 2024
Shares 2,545 Value ($000) $486 Avg Close — Range —
Q3 2024
Shares 2,545 Value ($000) $502 Avg Close — Range —
Q2 2024
Shares 2,545 Value ($000) $463 Avg Close — Range —
Q1 2024
Shares 2,545 Value ($000) $475 Avg Close — Range —
Q4 2023
Shares 2,545 Value ($000) $443 Avg Close — Range —
Q3 2023
Shares 2,545 Value ($000) $392 Avg Close — Range —
Q2 2023
Shares 2,545 Value ($000) $410 Avg Close — Range —
Q1 2023
Shares 2,545 Value ($000) $386 Avg Close — Range —
Q4 2022
Shares 2,545 Value ($000) $369 Avg Close — Range —
Q3 2022
Shares 2,545 Value ($000) $327 Avg Close — Range —
Q2 2022
Shares 2,545 Value ($000) $350 Avg Close — Range —
Q1 2022
Shares 2,545 Value ($000) $396 Avg Close — Range —
Q4 2021
Shares 2,545 Value ($000) $399 Avg Close — Range —
Q3 2021
Shares 4,179 Value ($000) $612 Avg Close — Range —
Q2 2021
Shares 4,179 Value ($000) $617 Avg Close — Range —