ISHARES TR

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

Clientfirst Wealth Management, LLC's Holding History (CIK: 0001915494)

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

Q4 2025
Shares 4,066 Value ($000) $862 Avg Close Range
Q3 2025
Shares 4,066 Value ($000) $840 Avg Close Range
Q2 2025
Shares 4,066 Value ($000) $795 Avg Close Range
Q1 2025
Shares 4,066 Value ($000) $775 Avg Close Range
Q4 2024
Shares 4,066 Value ($000) $776 Avg Close Range
Q3 2023
Shares 4,066 Value ($000) $638 Avg Close Range
Q2 2023
Shares 4,066 Value ($000) $666 Avg Close Range
Q1 2023
Shares 4,066 Value ($000) $614 Avg Close Range
Q4 2022
Shares 4,066 Value ($000) $590 Avg Close Range
Q3 2022
Shares 4,066 Value ($000) $599 Avg Close Range
Q2 2022
Shares 4,066 Value ($000) $559 Avg Close Range
Q1 2022
Shares 4,066 Value ($000) $633 Avg Close Range
Q4 2021
Shares 4,066 Value ($000) $637 Avg Close Range