ISHARES TR

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

Aprio Wealth Management, LLC's Holding History (CIK: 0001803519)

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

Q4 2025
Shares 3,592 Value ($000) $762 Avg Close — Range —
Q3 2025
Shares 3,677 Value ($000) $759 Avg Close — Range —
Q2 2025
Shares 3,738 Value ($000) $730 Avg Close — Range —
Q1 2025
Shares 5,147 Value ($000) $981 Avg Close — Range —
Q4 2024
Shares 4,946 Value ($000) $944 Avg Close — Range —
Q1 2024
Shares 1,138 Value ($000) $213 Avg Close — Range —