ISHARES TR

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

IRONWOOD WEALTH MANAGEMENT, INC.'s Holding History (CIK: 0001844821)

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

Q4 2025
Shares 66,137 Value ($000) $14,378 Avg Close — Range —
Q3 2025
Shares 67,666 Value ($000) $13,704 Avg Close — Range —
Q2 2025
Shares 66,837 Value ($000) $13,188 Avg Close — Range —
Q1 2025
Shares 66,866 Value ($000) $11,726 Avg Close — Range —
Q4 2024
Shares 70,558 Value ($000) $13,277 Avg Close — Range —
Q3 2024
Shares 70,711 Value ($000) $13,905 Avg Close — Range —
Q2 2024
Shares 71,497 Value ($000) $13,221 Avg Close — Range —
Q1 2024
Shares 71,321 Value ($000) $12,923 Avg Close — Range —
Q4 2023
Shares 71,748 Value ($000) $12,440 Avg Close — Range —
Q3 2023
Shares 72,876 Value ($000) $11,040 Avg Close — Range —
Q2 2023
Shares 73,429 Value ($000) $11,740 Avg Close — Range —
Q1 2023
Shares 73,876 Value ($000) $11,160 Avg Close — Range —
Q4 2022
Shares 74,889 Value ($000) $11,448 Avg Close — Range —
Q3 2022
Shares 75,188 Value ($000) $9,872 Avg Close — Range —
Q2 2022
Shares 75,254 Value ($000) $10,466 Avg Close — Range —
Q1 2022
Shares 75,319 Value ($000) $11,729 Avg Close — Range —
Q4 2021
Shares 75,232 Value ($000) $11,784 Avg Close — Range —
Q3 2021
Shares 74,965 Value ($000) $10,901 Avg Close — Range —
Q2 2021
Shares 80,913 Value ($000) $11,946 Avg Close — Range —
Q1 2021
Shares 80,858 Value ($000) $11,420 Avg Close — Range —
Q4 2020
Shares 36,001 Value ($000) $4,609 Avg Close — Range —