ISHARES TR

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

GUARDIAN WEALTH ADVISORS, LLC / NC's Holding History (CIK: 0001901403)

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

Q2 2025
Shares 530 Value ($000) $104 Avg Close — Range —
Q1 2025
Shares 1,127 Value ($000) $215 Avg Close — Range —
Q4 2024
Shares 622 Value ($000) $119 Avg Close — Range —
Q3 2024
Shares 126 Value ($000) $25 Avg Close — Range —
Q2 2024
Shares 126 Value ($000) $23 Avg Close — Range —
Q1 2024
Shares 126 Value ($000) $24 Avg Close — Range —
Q4 2023
Shares 126 Value ($000) $22 Avg Close — Range —