ISHARES TR

Ticker: IXN CUSIP: 464287291 Class: GLOBAL TECH ETF

Financial Perspectives, Inc's Holding History (CIK: 0002003287)

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

Q4 2025
Shares 2,527 Value ($000) $265 Avg Close — Range —
Q3 2025
Shares 2,505 Value ($000) $258 Avg Close — Range —
Q2 2025
Shares 2,505 Value ($000) $231 Avg Close — Range —
Q1 2025
Shares 2,500 Value ($000) $189 Avg Close — Range —
Q4 2024
Shares 1,864 Value ($000) $158 Avg Close — Range —
Q3 2024
Shares 1,859 Value ($000) $153 Avg Close — Range —
Q2 2024
Shares 1,859 Value ($000) $154 Avg Close — Range —
Q1 2024
Shares 1,856 Value ($000) $139 Avg Close — Range —
Q4 2023
Shares 1,340 Value ($000) $91 Avg Close — Range —
Q3 2023
Shares 1,336 Value ($000) $77 Avg Close — Range —
Q2 2023
Shares 1,336 Value ($000) $83 Avg Close — Range —
Q1 2023
Shares 1,332 Value ($000) $72 Avg Close — Range —
Q4 2022
Shares 1,042 Value ($000) $47 Avg Close — Range —
Q3 2022
Shares 1,038 Value ($000) $44 Avg Close — Range —
Q2 2022
Shares 771 Value ($000) $35 Avg Close — Range —