ISHARES TR

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

Michels Family Financial, LLC's Holding History (CIK: 0002053733)

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

Q4 2025
Shares 5,319 Value ($000) $1,128 Avg Close — Range —
Q3 2025
Shares 5,329 Value ($000) $1,101 Avg Close — Range —
Q2 2025
Shares 5,544 Value ($000) $1,083 Avg Close — Range —
Q1 2025
Shares 5,672 Value ($000) $1,081 Avg Close — Range —
Q4 2024
Shares 5,685 Value ($000) $1,085 Avg Close — Range —