ISHARES TR

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

Everhart Financial Group, Inc.'s Holding History (CIK: 0001852858)

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

Q4 2025
Shares 1,410 Value ($000) $299 Avg Close — Range —
Q3 2025
Shares 1,297 Value ($000) $268 Avg Close — Range —