ISHARES TR

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

Optivise Advisory Services LLC's Holding History (CIK: 0002042876)

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

Q4 2025
Shares 1,643 Value ($000) $348 Avg Close — Range —
Q3 2025
Shares 1,604 Value ($000) $331 Avg Close — Range —
Q2 2025
Shares 1,648 Value ($000) $322 Avg Close — Range —
Q1 2025
Shares 1,641 Value ($000) $313 Avg Close — Range —
Q4 2024
Shares 1,635 Value ($000) $312 Avg Close — Range —
Q3 2024
Shares 1,651 Value ($000) $326 Avg Close — Range —
Q2 2024
Shares 1,617 Value ($000) $294 Avg Close — Range —