ISHARES TR

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

BCU Wealth Advisors, LLC's Holding History (CIK: 0002003570)

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

Q4 2025
Shares 19,422 Value ($000) $4,119 Avg Close — Range —
Q3 2025
Shares 13,657 Value ($000) $2,820 Avg Close — Range —
Q2 2025
Shares 11,879 Value ($000) $2,321 Avg Close — Range —
Q1 2025
Shares 8,039 Value ($000) $1,532 Avg Close — Range —
Q4 2024
Shares 6,727 Value ($000) $1,284 Avg Close — Range —
Q3 2024
Shares 6,323 Value ($000) $1,247 Avg Close — Range —
Q2 2024
Shares 5,679 Value ($000) $1,034 Avg Close — Range —
Q1 2024
Shares 5,142 Value ($000) $961 Avg Close — Range —