ISHARES TR

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

Alvarez & Marsal Private Wealth Partners, LLC's Holding History (CIK: 0002109121)

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

Q4 2025
Shares 73,110 Value ($000) $15,504 Avg Close — Range —