ISHARES TR

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

SHERMAN PORFOLIOS, LLC's Holding History (CIK: 0002096483)

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

Q3 2025
Shares 5,037 Value ($000) $1,040 Avg Close Range
Q2 2025
Shares 5,119 Value ($000) $1,000 Avg Close Range
Q4 2024
Shares 49,557 Value ($000) $9,459 Avg Close Range