ISHARES TR

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

Root Financial Partners, LLC's Holding History (CIK: 0001977181)

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

Q4 2025
Shares 366 Value ($000) $78 Avg Close — Range —
Q3 2025
Shares 366 Value ($000) $76 Avg Close — Range —