ISHARES TR

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

Davis Wealth Advisors, LLC's Holding History (CIK: 0002104502)

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

Q4 2025
Shares 28,396 Value ($000) $6,022 Avg Close — Range —