ISHARES TR

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

West Wealth Group, LLC's Holding History (CIK: 0001923591)

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

Q4 2025
Shares 214,431 Value ($000) $45,475 Avg Close — Range —
Q3 2025
Shares 203,887 Value ($000) $42,101 Avg Close — Range —
Q2 2025
Shares 197,547 Value ($000) $38,838 Avg Close — Range —
Q1 2025
Shares 204,116 Value ($000) $38,850 Avg Close — Range —
Q4 2024
Shares 171,204 Value ($000) $32,680 Avg Close — Range —
Q3 2024
Shares 160,052 Value ($000) $31,557 Avg Close — Range —
Q2 2024
Shares 157,929 Value ($000) $28,745 Avg Close — Range —
Q1 2024
Shares 155,284 Value ($000) $29,009 Avg Close — Range —