ISHARES TR

Ticker: IYW CUSIP: 464287721 Class: U.S. TECH ETF

PLANNING DIRECTIONS INC's Holding History (CIK: 0000821103)

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

Q4 2025
Shares 2,611 Value ($000) $521 Avg Close — Range —
Q3 2025
Shares 2,488 Value ($000) $487 Avg Close — Range —
Q2 2025
Shares 2,355 Value ($000) $408 Avg Close — Range —
Q1 2025
Shares 2,254 Value ($000) $317 Avg Close — Range —
Q4 2024
Shares 2,222 Value ($000) $354 Avg Close — Range —
Q3 2024
Shares 1,945 Value ($000) $295 Avg Close — Range —
Q2 2024
Shares 1,864 Value ($000) $280 Avg Close — Range —
Q1 2024
Shares 1,853 Value ($000) $250 Avg Close — Range —