ISHARES TR

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

Kerntke Otto McGlone Wealth Management Group's Holding History (CIK: 0001804116)

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

Q4 2023
Shares 1,336 Value ($000) $232 Avg Close — Range —
Q3 2023
Shares 1,324 Value ($000) $204 Avg Close — Range —
Q2 2023
Shares 1,324 Value ($000) $214 Avg Close — Range —
Q1 2023
Shares 1,456 Value ($000) $221 Avg Close — Range —
Q4 2022
Shares 1,450 Value ($000) $210 Avg Close — Range —
Q3 2022
Shares 1,573 Value ($000) $202 Avg Close — Range —
Q2 2022
Shares 1,563 Value ($000) $215 Avg Close — Range —
Q4 2021
Shares 1,575 Value ($000) $247 Avg Close — Range —
Q3 2021
Shares 2,417 Value ($000) $352 Avg Close — Range —
Q2 2021
Shares 7,393 Value ($000) $1,091 Avg Close — Range —
Q1 2021
Shares 7,369 Value ($000) $1,041 Avg Close — Range —
Q4 2020
Shares 7,251 Value ($000) $928 Avg Close — Range —
Q3 2020
Shares 6,943 Value ($000) $781 Avg Close — Range —
Q2 2020
Shares 6,931 Value ($000) $750 Avg Close — Range —
Q1 2020
Shares 6,533 Value ($000) $629 Avg Close — Range —
Q4 2019
Shares 6,656 Value ($000) $866 Avg Close — Range —