ISHARES TR

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

Horst & Graben Wealth Management LLC's Holding History (CIK: 0001818207)

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

Q4 2025
Shares 150,083 Value ($000) $31,853 Avg Close — Range —
Q3 2025
Shares 105,994 Value ($000) $21,889 Avg Close — Range —
Q2 2025
Shares 101,626 Value ($000) $19,860 Avg Close — Range —
Q1 2025
Shares 94,576 Value ($000) $18,024 Avg Close — Range —
Q4 2024
Shares 70,608 Value ($000) $13,478 Avg Close — Range —
Q3 2024
Shares 69,417 Value ($000) $13,687 Avg Close — Range —
Q2 2024
Shares 67,860 Value ($000) $12,351 Avg Close — Range —
Q1 2024
Shares 67,150 Value ($000) $12,544 Avg Close — Range —