ISHARES TR

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

BUSH INVESTMENT GROUP, LLC's Holding History (CIK: 0001966640)

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

Q4 2025
Shares 20,919 Value ($000) $4,436 Avg Close — Range —
Q3 2025
Shares 14,469 Value ($000) $2,988 Avg Close — Range —
Q2 2025
Shares 13,677 Value ($000) $2,673 Avg Close — Range —
Q1 2025
Shares 13,104 Value ($000) $2,497 Avg Close — Range —
Q4 2024
Shares 9,655 Value ($000) $1,843 Avg Close — Range —
Q3 2024
Shares 9,126 Value ($000) $1,799 Avg Close — Range —
Q2 2024
Shares 8,752 Value ($000) $1,593 Avg Close — Range —
Q1 2024
Shares 8,447 Value ($000) $1,578 Avg Close — Range —
Q4 2023
Shares 8,266 Value ($000) $1,448 Avg Close — Range —