ISHARES TR

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

Northwest Financial Advisors's Holding History (CIK: 0002010635)

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

Q4 2025
Shares 2,047 Value ($000) $434 Avg Close — Range —
Q3 2025
Shares 2,014 Value ($000) $416 Avg Close — Range —
Q2 2025
Shares 2,014 Value ($000) $394 Avg Close — Range —
Q1 2025
Shares 2,014 Value ($000) $384 Avg Close — Range —
Q3 2024
Shares 472 Value ($000) $93 Avg Close — Range —
Q4 2023
Shares 472 Value ($000) $82 Avg Close — Range —