ISHARES TR

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

Wedmont Private Capital's Holding History (CIK: 0001904274)

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

Q4 2025
Shares 5,462 Value ($000) $1,170 Avg Close — Range —
Q3 2025
Shares 5,517 Value ($000) $1,147 Avg Close — Range —
Q2 2025
Shares 7,276 Value ($000) $1,439 Avg Close — Range —
Q1 2025
Shares 7,010 Value ($000) $1,250 Avg Close — Range —
Q4 2024
Shares 7,010 Value ($000) $1,319 Avg Close — Range —
Q3 2024
Shares 7,010 Value ($000) $1,369 Avg Close — Range —
Q2 2024
Shares 6,970 Value ($000) $1,297 Avg Close — Range —
Q1 2024
Shares 6,961 Value ($000) $1,282 Avg Close — Range —
Q4 2023
Shares 6,953 Value ($000) $1,217 Avg Close — Range —
Q3 2023
Shares 6,953 Value ($000) $1,071 Avg Close — Range —
Q2 2023
Shares 6,068 Value ($000) $994 Avg Close — Range —
Q1 2023
Shares 1,963 Value ($000) $297 Avg Close — Range —