ISHARES TR

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

IAG Wealth Partners, LLC's Holding History (CIK: 0001827261)

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

Q4 2025
Shares 352 Value ($000) $75 Avg Close — Range —
Q3 2025
Shares 352 Value ($000) $73 Avg Close — Range —
Q2 2025
Shares 417 Value ($000) $81 Avg Close — Range —
Q1 2025
Shares 417 Value ($000) $79 Avg Close — Range —
Q4 2024
Shares 492 Value ($000) $94 Avg Close — Range —
Q3 2024
Shares 350 Value ($000) $69 Avg Close — Range —
Q2 2024
Shares 350 Value ($000) $64 Avg Close — Range —
Q1 2024
Shares 350 Value ($000) $65 Avg Close — Range —
Q4 2023
Shares 350 Value ($000) $61 Avg Close — Range —