ISHARES TR

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

Perissos Private Wealth Management, LLC's Holding History (CIK: 0002023071)

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

Q4 2024
Shares 1,419 Value ($000) $271 Avg Close — Range —
Q3 2024
Shares 1,393 Value ($000) $275 Avg Close — Range —
Q2 2024
Shares 6,397 Value ($000) $1,164 Avg Close — Range —
Q1 2024
Shares 13,777 Value ($000) $2,574 Avg Close — Range —