ISHARES TR

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

IAMS WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001998182)

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

Q4 2025
Shares 4,677 Value ($000) $992 Avg Close — Range —
Q3 2025
Shares 4,555 Value ($000) $941 Avg Close — Range —
Q2 2025
Shares 5,990 Value ($000) $1,171 Avg Close — Range —
Q1 2025
Shares 9,638 Value ($000) $1,837 Avg Close — Range —
Q4 2024
Shares 9,210 Value ($000) $1,758 Avg Close — Range —
Q3 2024
Shares 8,452 Value ($000) $1,666 Avg Close — Range —
Q2 2024
Shares 7,806 Value ($000) $1,421 Avg Close — Range —
Q1 2024
Shares 6,786 Value ($000) $1,217 Avg Close — Range —
Q4 2023
Shares 6,894 Value ($000) $1,199 Avg Close — Range —
Q3 2023
Shares 6,041 Value ($000) $929 Avg Close — Range —
Q1 2023
Shares 4,222 Value ($000) $632 Avg Close — Range —
Q4 2022
Shares 3,363 Value ($000) $488 Avg Close — Range —