ISHARES TR

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

TRITONPOINT WEALTH, LLC's Holding History (CIK: 0002008171)

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

Q4 2025
Shares 1,158 Value ($000) $246 Avg Close — Range —
Q3 2025
Shares 1,034 Value ($000) $214 Avg Close — Range —
Q2 2025
Shares 1,034 Value ($000) $202 Avg Close — Range —