ISHARES TR

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

Sterling Financial Planning, Inc.'s Holding History (CIK: 0001844278)

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

Q4 2025
Shares 22,961 Value ($000) $4,869 Avg Close — Range —
Q3 2025
Shares 23,140 Value ($000) $4,779 Avg Close — Range —
Q2 2025
Shares 23,272 Value ($000) $4,548 Avg Close — Range —
Q1 2025
Shares 23,384 Value ($000) $4,457 Avg Close — Range —
Q4 2024
Shares 23,399 Value ($000) $4,466 Avg Close — Range —
Q3 2024
Shares 24,012 Value ($000) $4,734 Avg Close — Range —
Q2 2024
Shares 24,139 Value ($000) $4,393 Avg Close — Range —
Q1 2024
Shares 24,733 Value ($000) $4,620 Avg Close — Range —
Q4 2023
Shares 24,907 Value ($000) $4,331 Avg Close — Range —
Q3 2023
Shares 24,198 Value ($000) $3,723 Avg Close — Range —
Q2 2023
Shares 24,726 Value ($000) $3,986 Avg Close — Range —
Q1 2023
Shares 24,924 Value ($000) $3,782 Avg Close — Range —
Q4 2022
Shares 25,838 Value ($000) $3,748 Avg Close — Range —
Q3 2022
Shares 25,998 Value ($000) $3,341 Avg Close — Range —
Q2 2022
Shares 26,679 Value ($000) $3,667 Avg Close — Range —
Q1 2022
Shares 26,752 Value ($000) $4,166 Avg Close — Range —
Q4 2021
Shares 26,842 Value ($000) $4,204 Avg Close — Range —
Q3 2021
Shares 27,264 Value ($000) $3,965 Avg Close — Range —
Q2 2021
Shares 26,767 Value ($000) $3,952 Avg Close — Range —
Q1 2021
Shares 27,089 Value ($000) $3,826 Avg Close — Range —
Q4 2020
Shares 26,513 Value ($000) $3,394 Avg Close — Range —