ISHARES TR

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

Beverly Hills Private Wealth, LLC's Holding History (CIK: 0001965710)

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

Q4 2025
Shares 2,220 Value ($000) $471 Avg Close — Range —
Q3 2025
Shares 1,577 Value ($000) $326 Avg Close — Range —
Q2 2025
Shares 1,920 Value ($000) $375 Avg Close — Range —
Q1 2025
Shares 1,520 Value ($000) $290 Avg Close — Range —
Q4 2024
Shares 1,209 Value ($000) $231 Avg Close — Range —
Q3 2024
Shares 1,389 Value ($000) $274 Avg Close — Range —
Q2 2024
Shares 1,979 Value ($000) $360 Avg Close — Range —
Q1 2024
Shares 2,107 Value ($000) $394 Avg Close — Range —