ISHARES TR

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

Independent Solutions Wealth Management, LLC's Holding History (CIK: 0001818391)

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

Q4 2025
Shares 75,151 Value ($000) $15,937 Avg Close — Range —
Q3 2025
Shares 77,988 Value ($000) $16,105 Avg Close — Range —
Q2 2025
Shares 77,798 Value ($000) $15,203 Avg Close — Range —
Q1 2025
Shares 77,037 Value ($000) $14,682 Avg Close — Range —
Q4 2024
Shares 77,901 Value ($000) $14,870 Avg Close — Range —
Q3 2024
Shares 101,868 Value ($000) $20,085 Avg Close — Range —
Q2 2024
Shares 112,334 Value ($000) $20,446 Avg Close — Range —
Q1 2024
Shares 112,109 Value ($000) $20,943 Avg Close — Range —
Q4 2023
Shares 113,692 Value ($000) $19,770 Avg Close — Range —
Q3 2023
Shares 113,617 Value ($000) $17,479 Avg Close — Range —
Q2 2023
Shares 126,337 Value ($000) $20,364 Avg Close — Range —
Q1 2023
Shares 126,838 Value ($000) $19,249 Avg Close — Range —
Q4 2022
Shares 130,934 Value ($000) $18,995 Avg Close — Range —
Q3 2022
Shares 134,249 Value ($000) $17,254 Avg Close — Range —
Q2 2022
Shares 136,023 Value ($000) $18,698 Avg Close — Range —
Q1 2022
Shares 132,013 Value ($000) $20,557 Avg Close — Range —
Q4 2021
Shares 132,264 Value ($000) $20,717 Avg Close — Range —
Q3 2021
Shares 136,641 Value ($000) $19,870 Avg Close — Range —
Q2 2021
Shares 156,866 Value ($000) $23,160 Avg Close — Range —
Q1 2021
Shares 162,255 Value ($000) $22,917 Avg Close — Range —
Q4 2020
Shares 157,996 Value ($000) $20,227 Avg Close — Range —
Q3 2020
Shares 150,386 Value ($000) $16,911 Avg Close — Range —
Q2 2020
Shares 147,833 Value ($000) $15,997 Avg Close — Range —
Q1 2020
Shares 144,486 Value ($000) $13,907 Avg Close — Range —
Q4 2019
Shares 142,102 Value ($000) $18,486 Avg Close — Range —