ISHARES TR

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

Westshore Wealth, LLC's Holding History (CIK: 0001806366)

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

Q3 2025
Shares 1,859 Value ($000) $384 Avg Close — Range —
Q2 2025
Shares 1,851 Value ($000) $362 Avg Close — Range —
Q1 2025
Shares 1,844 Value ($000) $351 Avg Close — Range —
Q4 2024
Shares 1,836 Value ($000) $351 Avg Close — Range —
Q3 2024
Shares 1,826 Value ($000) $360 Avg Close — Range —
Q2 2024
Shares 1,816 Value ($000) $330 Avg Close — Range —
Q1 2024
Shares 1,807 Value ($000) $338 Avg Close — Range —
Q4 2023
Shares 1,799 Value ($000) $313 Avg Close — Range —
Q3 2023
Shares 1,781 Value ($000) $274 Avg Close — Range —
Q2 2023
Shares 1,781 Value ($000) $287 Avg Close — Range —
Q1 2023
Shares 1,775 Value ($000) $269 Avg Close — Range —
Q4 2022
Shares 1,767 Value ($000) $256 Avg Close — Range —
Q3 2022
Shares 1,744 Value ($000) $224 Avg Close — Range —
Q2 2022
Shares 1,744 Value ($000) $240 Avg Close — Range —
Q1 2022
Shares 1,737 Value ($000) $270 Avg Close — Range —