ISHARES TR

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

Partners in Financial Planning's Holding History (CIK: 0002054264)

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

Q4 2025
Shares 1,373 Value ($000) $291 Avg Close — Range —
Q3 2025
Shares 1,372 Value ($000) $283 Avg Close — Range —
Q2 2025
Shares 1,369 Value ($000) $267 Avg Close — Range —
Q1 2025
Shares 1,365 Value ($000) $260 Avg Close — Range —
Q4 2024
Shares 1,396 Value ($000) $267 Avg Close — Range —
Q3 2024
Shares 1,744 Value ($000) $344 Avg Close — Range —
Q2 2024
Shares 1,766 Value ($000) $321 Avg Close — Range —
Q1 2024
Shares 1,844 Value ($000) $345 Avg Close — Range —
Q4 2023
Shares 1,282 Value ($000) $223 Avg Close — Range —
Q3 2023
Shares 1,850 Value ($000) $285 Avg Close — Range —
Q2 2023
Shares 1,862 Value ($000) $300 Avg Close — Range —
Q1 2023
Shares 1,820 Value ($000) $276 Avg Close — Range —
Q4 2022
Shares 1,817 Value ($000) $265 Avg Close — Range —
Q3 2022
Shares 1,813 Value ($000) $268 Avg Close — Range —
Q2 2022
Shares 1,808 Value ($000) $263 Avg Close — Range —
Q1 2022
Shares 1,805 Value ($000) $276 Avg Close — Range —
Q4 2021
Shares 1,802 Value ($000) $277 Avg Close — Range —
Q3 2021
Shares 1,799 Value ($000) $262 Avg Close — Range —
Q2 2021
Shares 1,813 Value ($000) $268 Avg Close — Range —