ISHARES TR

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

Blake Schutter Theil Wealth Advisors, LLC's Holding History (CIK: 0002042011)

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

Q4 2025
Shares 5,581 Value ($000) $1,184 Avg Close — Range —
Q3 2025
Shares 5,581 Value ($000) $1,153 Avg Close — Range —
Q2 2025
Shares 5,581 Value ($000) $1,091 Avg Close — Range —
Q1 2025
Shares 5,581 Value ($000) $1,064 Avg Close — Range —
Q4 2024
Shares 5,581 Value ($000) $1,065 Avg Close — Range —
Q3 2024
Shares 5,581 Value ($000) $1,100 Avg Close — Range —