ISHARES TR

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

Marshall & Sterling Wealth Advisors Inc.'s Holding History (CIK: 0002056315)

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

Q1 2025
Shares 42 Value ($000) $8 Avg Close — Range —
Q4 2024
Shares 43 Value ($000) $8 Avg Close — Range —