ISHARES TR

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

Uptown Financial Advisors LLC's Holding History (CIK: 0002066147)

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

Q1 2025
Shares 1,518 Value ($000) $289 Avg Close — Range —
Q4 2024
Shares 1,359 Value ($000) $259 Avg Close — Range —