ISHARES TR

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

RTD Financial Advisors, Inc.'s Holding History (CIK: 0001810555)

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

Q4 2025
Shares 76,594 Value ($000) $16,243 Avg Close — Range —
Q3 2025
Shares 79,333 Value ($000) $16,383 Avg Close — Range —
Q2 2025
Shares 79,624 Value ($000) $15,560 Avg Close — Range —
Q1 2025
Shares 71,137 Value ($000) $13,557 Avg Close — Range —
Q4 2024
Shares 75,758 Value ($000) $14,461 Avg Close — Range —
Q3 2024
Shares 77,094 Value ($000) $15,201 Avg Close — Range —
Q2 2024
Shares 79,652 Value ($000) $14,497 Avg Close — Range —
Q1 2024
Shares 82,376 Value ($000) $15,389 Avg Close — Range —
Q4 2023
Shares 83,507 Value ($000) $14,521 Avg Close — Range —
Q3 2023
Shares 85,220 Value ($000) $13,110 Avg Close — Range —
Q2 2023
Shares 86,966 Value ($000) $14,018 Avg Close — Range —
Q1 2023
Shares 87,545 Value ($000) $13,286 Avg Close — Range —
Q4 2022
Shares 89,775 Value ($000) $13,024 Avg Close — Range —
Q3 2022
Shares 90,383 Value ($000) $11,616 Avg Close — Range —
Q2 2022
Shares 90,113 Value ($000) $12,387 Avg Close — Range —
Q1 2022
Shares 83,405 Value ($000) $12,988 Avg Close — Range —
Q4 2021
Shares 85,776 Value ($000) $13,435 Avg Close — Range —