ISHARES TR

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

Center for Financial Planning, Inc.'s Holding History (CIK: 0001803557)

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

Q4 2025
Shares 117 Value ($000) $25 Avg Close — Range —
Q3 2025
Shares 157 Value ($000) $32 Avg Close — Range —
Q3 2021
Shares 50 Value ($000) $7 Avg Close — Range —
Q1 2020
Shares 370 Value ($000) $36 Avg Close — Range —
Q4 2019
Shares 1,151 Value ($000) $150 Avg Close — Range —