ISHARES TR

Ticker: IGV CUSIP: 464287515 Class: EXPANDED TECH

KWB Wealth's Holding History (CIK: 0001822236)

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

Q3 2025
Shares 2,805 Value ($000) $307 Avg Close — Range —
Q2 2025
Shares 6,509 Value ($000) $579 Avg Close — Range —
Q1 2025
Shares 9,408 Value ($000) $942 Avg Close — Range —
Q4 2024
Shares 8,926 Value ($000) $798 Avg Close — Range —
Q3 2024
Shares 7,033 Value ($000) $611 Avg Close — Range —
Q2 2024
Shares 9,502 Value ($000) $810 Avg Close — Range —
Q1 2024
Shares 9,502 Value ($000) $810 Avg Close — Range —