ISHARES TR

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

SMART Wealth LLC's Holding History (CIK: 0002044723)

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

Q4 2025
Shares 1,962 Value ($000) $416 Avg Close — Range —
Q3 2025
Shares 1,273 Value ($000) $263 Avg Close — Range —
Q2 2025
Shares 1,229 Value ($000) $240 Avg Close — Range —