ISHARES TR

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

McGlone Suttner Wealth Management, Inc.'s Holding History (CIK: 0001964819)

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

Q4 2025
Shares 4,472 Value ($000) $948 Avg Close — Range —
Q3 2025
Shares 4,472 Value ($000) $924 Avg Close — Range —
Q2 2025
Shares 4,472 Value ($000) $874 Avg Close — Range —
Q1 2025
Shares 4,472 Value ($000) $852 Avg Close — Range —
Q4 2024
Shares 4,472 Value ($000) $854 Avg Close — Range —
Q3 2024
Shares 4,472 Value ($000) $882 Avg Close — Range —
Q2 2024
Shares 4,472 Value ($000) $778 Avg Close — Range —
Q1 2024
Shares 4,472 Value ($000) $835 Avg Close — Range —
Q4 2023
Shares 4,472 Value ($000) $778 Avg Close — Range —
Q3 2023
Shares 4,472 Value ($000) $688 Avg Close — Range —
Q2 2023
Shares 4,472 Value ($000) $721 Avg Close — Range —
Q1 2023
Shares 4,472 Value ($000) $679 Avg Close — Range —
Q4 2022
Shares 4,472 Value ($000) $649 Avg Close — Range —