ISHARES TR

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

Farther Finance Advisors, LLC's Holding History (CIK: 0001992825)

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

Q4 2025
Shares 177,141 Value ($000) $37,566 Avg Close — Range —
Q3 2025
Shares 112,577 Value ($000) $23,248 Avg Close — Range —
Q2 2025
Shares 93,114 Value ($000) $18,196 Avg Close — Range —
Q1 2025
Shares 127,174 Value ($000) $24,205 Avg Close — Range —
Q4 2024
Shares 88,162 Value ($000) $16,828 Avg Close — Range —
Q3 2024
Shares 80,381 Value ($000) $15,849 Avg Close — Range —
Q2 2024
Shares 66,949 Value ($000) $12,122 Avg Close — Range —
Q1 2024
Shares 51,875 Value ($000) $9,632 Avg Close — Range —
Q4 2023
Shares 23,928 Value ($000) $4,161 Avg Close — Range —
Q3 2023
Shares 930 Value ($000) $143 Avg Close — Range —
Q2 2023
Shares 2 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 34 Value ($000) $5 Avg Close — Range —