ISHARES TR

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

Horizon Wealth Management, LLC's Holding History (CIK: 0001815123)

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

Q4 2025
Shares 73,549 Value ($000) $15,598 Avg Close — Range —
Q3 2025
Shares 72,020 Value ($000) $14,873 Avg Close — Range —
Q2 2025
Shares 70,865 Value ($000) $13,848 Avg Close — Range —
Q1 2025
Shares 189,783 Value ($000) $36,169 Avg Close — Range —
Q3 2024
Shares 16,512 Value ($000) $3,256 Avg Close — Range —