ISHARES TR

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

Jackson Wealth Management, LLC's Holding History (CIK: 0001536799)

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

Q4 2025
Shares 53,941 Value ($000) $10,771 Avg Close — Range —
Q3 2025
Shares 51,558 Value ($000) $10,098 Avg Close — Range —
Q2 2025
Shares 51,250 Value ($000) $8,880 Avg Close — Range —
Q1 2025
Shares 51,515 Value ($000) $7,235 Avg Close — Range —
Q4 2024
Shares 50,410 Value ($000) $8,041 Avg Close — Range —
Q3 2024
Shares 42,043 Value ($000) $6,375 Avg Close — Range —
Q2 2024
Shares 25,066 Value ($000) $3,772 Avg Close — Range —
Q1 2024
Shares 42,922 Value ($000) $5,797 Avg Close — Range —
Q4 2023
Shares 42,170 Value ($000) $5,176 Avg Close — Range —
Q3 2023
Shares 42,281 Value ($000) $4,436 Avg Close — Range —
Q4 2020
Shares 4,167 Value ($000) $355 Avg Close — Range —
Q3 2020
Shares 1,044 Value ($000) $314 Avg Close — Range —