ISHARES TR

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

ShoreHaven Wealth Partners, LLC's Holding History (CIK: 0001844922)

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

Q4 2025
Shares 2,053 Value ($000) $435 Avg Close — Range —
Q3 2025
Shares 1,867 Value ($000) $386 Avg Close — Range —
Q2 2025
Shares 1,867 Value ($000) $365 Avg Close — Range —
Q1 2025
Shares 1,867 Value ($000) $356 Avg Close — Range —
Q4 2024
Shares 1,867 Value ($000) $356 Avg Close — Range —
Q3 2024
Shares 1,867 Value ($000) $368 Avg Close — Range —
Q2 2024
Shares 1,868 Value ($000) $340 Avg Close — Range —
Q1 2024
Shares 1,881 Value ($000) $351 Avg Close — Range —
Q4 2023
Shares 1,881 Value ($000) $327 Avg Close — Range —
Q3 2023
Shares 1,881 Value ($000) $289 Avg Close — Range —
Q2 2023
Shares 1,881 Value ($000) $303 Avg Close — Range —
Q1 2023
Shares 1,941 Value ($000) $295 Avg Close — Range —
Q4 2022
Shares 2,620 Value ($000) $380 Avg Close — Range —
Q3 2022
Shares 2,900 Value ($000) $372 Avg Close — Range —
Q2 2022
Shares 6,201 Value ($000) $852 Avg Close — Range —
Q1 2021
Shares 1,871 Value ($000) $264 Avg Close — Range —
Q4 2020
Shares 2,734 Value ($000) $350 Avg Close — Range —