ISHARES TR

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

BKM Wealth Management, LLC's Holding History (CIK: 0002007263)

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

Q4 2025
Shares 64,561 Value ($000) $13,692 Avg Close — Range —
Q3 2025
Shares 63,909 Value ($000) $13,198 Avg Close — Range —
Q2 2025
Shares 63,429 Value ($000) $12,395 Avg Close — Range —
Q1 2025
Shares 63,789 Value ($000) $12,157 Avg Close — Range —
Q4 2024
Shares 64,306 Value ($000) $12,275 Avg Close — Range —
Q3 2024
Shares 64,634 Value ($000) $12,744 Avg Close — Range —
Q2 2024
Shares 65,985 Value ($000) $12,010 Avg Close — Range —
Q1 2024
Shares 63,882 Value ($000) $11,934 Avg Close — Range —
Q4 2023
Shares 62,080 Value ($000) $10,795 Avg Close — Range —