ISHARES TR

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

Buckingham Strategic Partners's Holding History (CIK: 0001868872)

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

Q4 2025
Shares 23,170 Value ($000) $4,914 Avg Close — Range —
Q3 2025
Shares 19,317 Value ($000) $4,036 Avg Close — Range —
Q2 2025
Shares 15,328 Value ($000) $2,995 Avg Close — Range —
Q1 2025
Shares 15,227 Value ($000) $2,902 Avg Close — Range —
Q4 2024
Shares 15,015 Value ($000) $2,866 Avg Close — Range —
Q3 2024
Shares 16,143 Value ($000) $3,183 Avg Close — Range —
Q2 2024
Shares 15,006 Value ($000) $2,731 Avg Close — Range —
Q1 2024
Shares 13,668 Value ($000) $2,553 Avg Close — Range —
Q4 2023
Shares 4,589 Value ($000) $798 Avg Close — Range —
Q3 2023
Shares 5,513 Value ($000) $848 Avg Close — Range —
Q2 2023
Shares 5,963 Value ($000) $961 Avg Close — Range —
Q1 2023
Shares 5,348 Value ($000) $812 Avg Close — Range —
Q4 2022
Shares 43,285 Value ($000) $6,279 Avg Close — Range —
Q3 2022
Shares 41,207 Value ($000) $5,296 Avg Close — Range —
Q2 2022
Shares 40,374 Value ($000) $5,551 Avg Close — Range —
Q1 2022
Shares 36,375 Value ($000) $5,665 Avg Close — Range —