ISHARES TR

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

Signature Wealth Management Partners, LLC's Holding History (CIK: 0001824694)

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

Q4 2025
Shares 97,022 Value ($000) $20,575 Avg Close — Range —
Q3 2025
Shares 94,987 Value ($000) $19,616 Avg Close — Range —
Q2 2025
Shares 94,583 Value ($000) $18,483 Avg Close — Range —
Q1 2025
Shares 84,230 Value ($000) $16,052 Avg Close — Range —
Q4 2024
Shares 65,480 Value ($000) $12,499 Avg Close — Range —
Q3 2024
Shares 60,455 Value ($000) $11,920 Avg Close — Range —
Q2 2024
Shares 58,360 Value ($000) $10,622 Avg Close — Range —
Q1 2024
Shares 55,505 Value ($000) $10,369 Avg Close — Range —
Q4 2023
Shares 52,304 Value ($000) $9,095 Avg Close — Range —
Q3 2023
Shares 50,224 Value ($000) $7,726 Avg Close — Range —
Q2 2023
Shares 47,811 Value ($000) $7,707 Avg Close — Range —
Q1 2023
Shares 43,767 Value ($000) $6,642 Avg Close — Range —
Q4 2022
Shares 44,658 Value ($000) $6,479 Avg Close — Range —
Q3 2022
Shares 41,984 Value ($000) $5,396 Avg Close — Range —
Q2 2022
Shares 41,428 Value ($000) $5,695 Avg Close — Range —
Q1 2022
Shares 40,403 Value ($000) $6,292 Avg Close — Range —
Q4 2021
Shares 40,368 Value ($000) $6,323 Avg Close — Range —
Q3 2021
Shares 41,242 Value ($000) $5,998 Avg Close — Range —
Q2 2021
Shares 40,692 Value ($000) $6,008 Avg Close — Range —
Q1 2021
Shares 39,138 Value ($000) $5,528 Avg Close — Range —
Q4 2020
Shares 38,091 Value ($000) $4,876 Avg Close — Range —