ISHARES TR

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

LifePlan Investment Advisors, Inc.'s Holding History (CIK: 0002045484)

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

Q4 2025
Shares 17,169 Value ($000) $3,641 Avg Close — Range —
Q3 2025
Shares 16,082 Value ($000) $3,321 Avg Close — Range —
Q2 2025
Shares 13,521 Value ($000) $2,642 Avg Close — Range —
Q1 2025
Shares 11,379 Value ($000) $2,169 Avg Close — Range —
Q4 2024
Shares 6,508 Value ($000) $1,242 Avg Close — Range —
Q3 2024
Shares 5,918 Value ($000) $1,167 Avg Close — Range —
Q2 2024
Shares 5,554 Value ($000) $1,011 Avg Close — Range —
Q1 2024
Shares 4,863 Value ($000) $908 Avg Close — Range —