ISHARES TR

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

Rosenberg Matthew Hamilton's Holding History (CIK: 0001812103)

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

Q4 2025
Shares 280 Value ($000) $59 Avg Close Range
Q3 2025
Shares 280 Value ($000) $58 Avg Close Range
Q2 2025
Shares 284 Value ($000) $55 Avg Close Range
Q1 2025
Shares 313 Value ($000) $60 Avg Close Range
Q4 2024
Shares 447 Value ($000) $85 Avg Close Range
Q3 2024
Shares 416 Value ($000) $82 Avg Close Range
Q2 2024
Shares 416 Value ($000) $75 Avg Close Range
Q1 2024
Shares 416 Value ($000) $77 Avg Close Range
Q4 2023
Shares 416 Value ($000) $72 Avg Close Range
Q3 2023
Shares 424 Value ($000) $65 Avg Close Range
Q2 2023
Shares 783 Value ($000) $126 Avg Close Range
Q1 2023
Shares 832 Value ($000) $126 Avg Close Range
Q4 2022
Shares 870 Value ($000) $126 Avg Close Range
Q3 2022
Shares 763 Value ($000) $98 Avg Close Range
Q2 2022
Shares 763 Value ($000) $106 Avg Close Range
Q1 2022
Shares 763 Value ($000) $119 Avg Close Range
Q4 2021
Shares 430 Value ($000) $67 Avg Close Range
Q3 2021
Shares 430 Value ($000) $63 Avg Close Range