ISHARES TR

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

Onyx Bridge Wealth Group LLC's Holding History (CIK: 0001819476)

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

Q4 2025
Shares 1,837 Value ($000) $390 Avg Close — Range —
Q3 2025
Shares 1,857 Value ($000) $383 Avg Close — Range —
Q2 2025
Shares 1,844 Value ($000) $360 Avg Close — Range —
Q1 2025
Shares 1,840 Value ($000) $351 Avg Close — Range —
Q4 2024
Shares 1,866 Value ($000) $356 Avg Close — Range —
Q3 2024
Shares 1,839 Value ($000) $363 Avg Close — Range —
Q2 2024
Shares 1,838 Value ($000) $335 Avg Close — Range —
Q1 2024
Shares 1,863 Value ($000) $336 Avg Close — Range —
Q4 2023
Shares 1,862 Value ($000) $324 Avg Close — Range —
Q3 2023
Shares 1,869 Value ($000) $288 Avg Close — Range —
Q2 2023
Shares 1,869 Value ($000) $301 Avg Close — Range —
Q1 2023
Shares 1,889 Value ($000) $287 Avg Close — Range —
Q4 2022
Shares 1,964 Value ($000) $293 Avg Close — Range —
Q3 2022
Shares 1,964 Value ($000) $255 Avg Close — Range —
Q2 2022
Shares 1,868 Value ($000) $263 Avg Close — Range —
Q1 2022
Shares 1,922 Value ($000) $289 Avg Close — Range —
Q4 2021
Shares 1,921 Value ($000) $302 Avg Close — Range —
Q3 2021
Shares 1,888 Value ($000) $284 Avg Close — Range —