ISHARES TR

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

Gen-Wealth Partners Inc's Holding History (CIK: 0002023375)

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

Q4 2025
Shares 46,861 Value ($000) $9,938 Avg Close — Range —
Q3 2025
Shares 31,906 Value ($000) $6,589 Avg Close — Range —
Q2 2025
Shares 28,671 Value ($000) $5,603 Avg Close — Range —
Q1 2025
Shares 27,302 Value ($000) $5,203 Avg Close — Range —
Q4 2024
Shares 16,367 Value ($000) $3,124 Avg Close — Range —
Q3 2024
Shares 15,615 Value ($000) $3,059 Avg Close — Range —
Q2 2024
Shares 14,854 Value ($000) $2,704 Avg Close — Range —
Q1 2024
Shares 14,340 Value ($000) $2,679 Avg Close — Range —