ISHARES TR

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

RCS Financial Planning, LLC's Holding History (CIK: 0001963347)

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

Q4 2025
Shares 24,695 Value ($000) $5,237 Avg Close — Range —
Q3 2025
Shares 16,465 Value ($000) $3,400 Avg Close — Range —
Q2 2025
Shares 14,260 Value ($000) $2,787 Avg Close — Range —
Q1 2025
Shares 10,858 Value ($000) $2,069 Avg Close — Range —
Q4 2024
Shares 7,612 Value ($000) $1,453 Avg Close — Range —
Q3 2024
Shares 7,826 Value ($000) $1,543 Avg Close — Range —
Q2 2024
Shares 7,670 Value ($000) $1,396 Avg Close — Range —
Q1 2024
Shares 8,003 Value ($000) $1,495 Avg Close — Range —