ISHARES TR

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

Merkkuri Wealth Advisors LLC's Holding History (CIK: 0002040317)

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

Q4 2025
Shares 13,363 Value ($000) $2,834 Avg Close — Range —
Q3 2025
Shares 10,014 Value ($000) $2,068 Avg Close — Range —
Q2 2025
Shares 9,801 Value ($000) $1,915 Avg Close — Range —
Q1 2025
Shares 7,726 Value ($000) $1,472 Avg Close — Range —
Q4 2024
Shares 4,833 Value ($000) $922 Avg Close — Range —
Q3 2024
Shares 4,109 Value ($000) $810 Avg Close — Range —
Q2 2024
Shares 3,070 Value ($000) $559 Avg Close — Range —