ISHARES TR

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

FSM Wealth Advisors, LLC's Holding History (CIK: 0001942548)

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

Q4 2025
Shares 4,584 Value ($000) $972 Avg Close — Range —
Q3 2025
Shares 4,584 Value ($000) $947 Avg Close — Range —
Q2 2025
Shares 4,584 Value ($000) $904 Avg Close — Range —
Q1 2025
Shares 4,471 Value ($000) $852 Avg Close — Range —
Q4 2024
Shares 4,471 Value ($000) $862 Avg Close — Range —
Q3 2024
Shares 4,472 Value ($000) $882 Avg Close — Range —
Q2 2024
Shares 4,472 Value ($000) $814 Avg Close — Range —
Q1 2024
Shares 4,471 Value ($000) $835 Avg Close — Range —
Q4 2023
Shares 4,471 Value ($000) $778 Avg Close — Range —
Q3 2023
Shares 4,471 Value ($000) $688 Avg Close — Range —
Q2 2023
Shares 4,471 Value ($000) $726 Avg Close — Range —
Q1 2023
Shares 4,440 Value ($000) $674 Avg Close — Range —
Q4 2022
Shares 4,440 Value ($000) $644 Avg Close — Range —
Q3 2022
Shares 4,440 Value ($000) $571 Avg Close — Range —
Q2 2022
Shares 2,732 Value ($000) $396 Avg Close — Range —