ISHARES TR

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

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2025
Shares 209 Value ($000) $44 Avg Close — Range —
Q3 2025
Shares 308 Value ($000) $64 Avg Close — Range —
Q2 2025
Shares 308 Value ($000) $60 Avg Close — Range —
Q1 2025
Shares 308 Value ($000) $59 Avg Close — Range —