ISHARES TR

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

Security Financial Services, INC.'s Holding History (CIK: 0001913590)

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

Q4 2025
Shares 143,741 Value ($000) $30,483 Avg Close — Range —
Q3 2025
Shares 106,469 Value ($000) $21,987 Avg Close — Range —
Q2 2025
Shares 101,643 Value ($000) $19,863 Avg Close — Range —
Q1 2025
Shares 83,101 Value ($000) $15,837 Avg Close — Range —
Q4 2024
Shares 52,801 Value ($000) $10,079 Avg Close — Range —
Q3 2024
Shares 52,784 Value ($000) $10,407 Avg Close — Range —
Q2 2024
Shares 51,594 Value ($000) $9,391 Avg Close — Range —
Q1 2024
Shares 48,879 Value ($000) $9,131 Avg Close — Range —
Q4 2023
Shares 3,504 Value ($000) $609 Avg Close — Range —
Q3 2023
Shares 5,148 Value ($000) $792 Avg Close — Range —
Q2 2023
Shares 8,904 Value ($000) $1,435 Avg Close — Range —
Q1 2023
Shares 12,983 Value ($000) $1,970 Avg Close — Range —
Q4 2022
Shares 17,949 Value ($000) $2,604 Avg Close — Range —
Q3 2022
Shares 17,281 Value ($000) $2,221 Avg Close — Range —
Q2 2022
Shares 14,001 Value ($000) $1,925 Avg Close — Range —
Q1 2022
Shares 3,241 Value ($000) $505 Avg Close — Range —
Q4 2021
Shares 5,498 Value ($000) $861 Avg Close — Range —