ISHARES TR

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

Independent Wealth Network Inc.'s Holding History (CIK: 0001891240)

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

Q4 2025
Shares 3,137 Value ($000) $665 Avg Close — Range —
Q3 2025
Shares 2,902 Value ($000) $599 Avg Close — Range —
Q2 2025
Shares 2,610 Value ($000) $510 Avg Close — Range —
Q1 2025
Shares 2,612 Value ($000) $498 Avg Close — Range —
Q4 2024
Shares 2,657 Value ($000) $507 Avg Close — Range —
Q3 2024
Shares 3,081 Value ($000) $607 Avg Close — Range —
Q2 2024
Shares 3,231 Value ($000) $588 Avg Close — Range —
Q1 2024
Shares 3,201 Value ($000) $598 Avg Close — Range —
Q4 2023
Shares 3,202 Value ($000) $557 Avg Close — Range —
Q3 2023
Shares 3,232 Value ($000) $497 Avg Close — Range —
Q2 2023
Shares 3,231 Value ($000) $521 Avg Close — Range —
Q2 2022
Shares 6,054 Value ($000) $832 Avg Close — Range —
Q1 2022
Shares 8,032 Value ($000) $1,251 Avg Close — Range —
Q4 2021
Shares 3,341 Value ($000) $523 Avg Close — Range —
Q3 2021
Shares 3,326 Value ($000) $512 Avg Close — Range —