ISHARES TR

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

Gilliland Jeter Wealth Management LLC's Holding History (CIK: 0002009886)

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

Q4 2025
Shares 5,266 Value ($000) $1,117 Avg Close — Range —
Q3 2025
Shares 3,569 Value ($000) $737 Avg Close — Range —
Q2 2025
Shares 2,849 Value ($000) $557 Avg Close — Range —
Q1 2025
Shares 2,184 Value ($000) $416 Avg Close — Range —
Q4 2024
Shares 1,556 Value ($000) $297 Avg Close — Range —
Q3 2024
Shares 872 Value ($000) $163 Avg Close — Range —
Q2 2024
Shares 900 Value ($000) $164 Avg Close — Range —
Q1 2024
Shares 872 Value ($000) $163 Avg Close — Range —