ISHARES TR

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

True Link Financial Advisors, LLC's Holding History (CIK: 0001846236)

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

Q3 2025
Shares 1,513 Value ($000) $312 Avg Close Range
Q2 2025
Shares 2,128 Value ($000) $416 Avg Close Range
Q1 2025
Shares 3,082 Value ($000) $587 Avg Close Range
Q4 2021
Shares 349 Value ($000) $55 Avg Close Range
Q3 2021
Shares 349 Value ($000) $51 Avg Close Range
Q2 2021
Shares 349 Value ($000) $52 Avg Close Range
Q1 2021
Shares 349 Value ($000) $49 Avg Close Range
Q4 2020
Shares 349 Value ($000) $45 Avg Close Range