ISHARES TR

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

National Wealth Management Group, LLC's Holding History (CIK: 0001977723)

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

Q2 2024
Shares 6,393 Value ($000) $1,164 Avg Close — Range —
Q1 2024
Shares 5,289 Value ($000) $988 Avg Close — Range —
Q4 2023
Shares 5,463 Value ($000) $950 Avg Close — Range —
Q3 2023
Shares 6,524 Value ($000) $1,004 Avg Close — Range —
Q1 2023
Shares 1,587 Value ($000) $239 Avg Close — Range —
Q1 2022
Shares 1,954 Value ($000) $304 Avg Close — Range —
Q4 2021
Shares 1,896 Value ($000) $297 Avg Close — Range —