ISHARES TR

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

Wiser Advisor Group LLC's Holding History (CIK: 0002011550)

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

Q4 2025
Shares 1,009 Value ($000) $214 Avg Close — Range —
Q3 2025
Shares 1,009 Value ($000) $208 Avg Close — Range —
Q1 2025
Shares 1,001 Value ($000) $191 Avg Close — Range —
Q4 2024
Shares 997 Value ($000) $190 Avg Close — Range —
Q3 2024
Shares 992 Value ($000) $196 Avg Close — Range —
Q2 2024
Shares 987 Value ($000) $180 Avg Close — Range —
Q1 2024
Shares 791 Value ($000) $148 Avg Close — Range —
Q4 2023
Shares 21 Value ($000) $4 Avg Close — Range —