ISHARES TR

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

Barnes Wealth Management Group, Inc's Holding History (CIK: 0002066194)

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

Q4 2025
Shares 28,810 Value ($000) $6,110 Avg Close — Range —
Q3 2025
Shares 21,716 Value ($000) $4,485 Avg Close — Range —
Q2 2025
Shares 21,657 Value ($000) $4,232 Avg Close — Range —
Q1 2025
Shares 20,107 Value ($000) $3,832 Avg Close — Range —
Q4 2024
Shares 14,989 Value ($000) $2,861 Avg Close — Range —