ISHARES TR

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

Gutierrez Wealth Advisory, LLC's Holding History (CIK: 0001965923)

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

Q3 2025
Shares 1,090 Value ($000) $225 Avg Close — Range —
Q2 2025
Shares 1,096 Value ($000) $214 Avg Close — Range —