ISHARES TR

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

Shared Vision Wealth Group LLC's Holding History (CIK: 0002008178)

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

Q4 2025
Shares 34,396 Value ($000) $7,469 Avg Close — Range —
Q3 2025
Shares 26,195 Value ($000) $5,448 Avg Close — Range —
Q2 2025
Shares 24,025 Value ($000) $4,732 Avg Close — Range —
Q1 2025
Shares 21,953 Value ($000) $4,184 Avg Close — Range —
Q4 2024
Shares 16,563 Value ($000) $3,162 Avg Close — Range —
Q3 2024
Shares 16,167 Value ($000) $3,188 Avg Close — Range —
Q2 2024
Shares 16,035 Value ($000) $2,919 Avg Close — Range —
Q1 2024
Shares 14,599 Value ($000) $2,727 Avg Close — Range —