ISHARES TR

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

Advyzon Investment Management, LLC's Holding History (CIK: 0002011872)

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

Q4 2025
Shares 43,944 Value ($000) $9,319 Avg Close — Range —
Q3 2025
Shares 3,358 Value ($000) $693 Avg Close — Range —
Q2 2025
Shares 1,526 Value ($000) $298 Avg Close — Range —
Q1 2025
Shares 1,132 Value ($000) $216 Avg Close — Range —
Q4 2024
Shares 1,143 Value ($000) $218 Avg Close — Range —