ISHARES TR

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

Alta Wealth Advisors LLC's Holding History (CIK: 0001843826)

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

Q4 2025
Shares 11,677 Value ($000) $2,476 Avg Close — Range —
Q3 2025
Shares 6,712 Value ($000) $1,386 Avg Close — Range —
Q2 2025
Shares 6,832 Value ($000) $1,335 Avg Close — Range —
Q1 2025
Shares 9,771 Value ($000) $1,862 Avg Close — Range —
Q4 2024
Shares 15,127 Value ($000) $2,887 Avg Close — Range —
Q3 2024
Shares 13,160 Value ($000) $2,595 Avg Close — Range —
Q2 2024
Shares 10,065 Value ($000) $1,832 Avg Close — Range —
Q1 2024
Shares 10,110 Value ($000) $1,889 Avg Close — Range —
Q4 2023
Shares 10,101 Value ($000) $1,756 Avg Close — Range —
Q3 2023
Shares 7,891 Value ($000) $1,214 Avg Close — Range —
Q2 2023
Shares 8,101 Value ($000) $1,306 Avg Close — Range —
Q1 2023
Shares 8,179 Value ($000) $1,241 Avg Close — Range —
Q4 2022
Shares 6,809 Value ($000) $988 Avg Close — Range —
Q3 2022
Shares 6,319 Value ($000) $812 Avg Close — Range —
Q2 2022
Shares 6,319 Value ($000) $870 Avg Close — Range —
Q1 2022
Shares 6,299 Value ($000) $981 Avg Close — Range —
Q4 2021
Shares 4,471 Value ($000) $700 Avg Close — Range —
Q3 2021
Shares 4,473 Value ($000) $650 Avg Close — Range —
Q2 2021
Shares 4,536 Value ($000) $670 Avg Close — Range —
Q1 2021
Shares 5,434 Value ($000) $767 Avg Close — Range —
Q4 2020
Shares 2,158 Value ($000) $276 Avg Close — Range —