ISHARES TR

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

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 99,316 Value ($000) $21,062 Avg Close — Range —
Q3 2025
Shares 95,197 Value ($000) $19,659 Avg Close — Range —
Q2 2025
Shares 108,201 Value ($000) $21,145 Avg Close — Range —
Q1 2025
Shares 83,643 Value ($000) $15,941 Avg Close — Range —
Q4 2024
Shares 84,997 Value ($000) $16,224 Avg Close — Range —
Q3 2024
Shares 81,544 Value ($000) $16,078 Avg Close — Range —
Q4 2022
Shares 83,358 Value ($000) $13,072 Avg Close — Range —
Q3 2022
Shares 84,462 Value ($000) $12,463 Avg Close — Range —
Q1 2022
Shares 83,890 Value ($000) $12,414 Avg Close — Range —