ISHARES TR

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

Focus Partners Wealth's Holding History (CIK: 0001542153)

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

Q4 2025
Shares 312,367 Value ($000) $62,373 Avg Close — Range —
Q3 2025
Shares 56,783 Value ($000) $11,122 Avg Close — Range —
Q2 2025
Shares 52,454 Value ($000) $9,089 Avg Close — Range —
Q1 2025
Shares 15,215 Value ($000) $2,137 Avg Close — Range —
Q4 2024
Shares 13,597 Value ($000) $2,173 Avg Close — Range —
Q3 2024
Shares 8,630 Value ($000) $1,309 Avg Close — Range —
Q2 2024
Shares 20,552 Value ($000) $3 Avg Close — Range —
Q1 2024
Shares 6,204 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 2,360 Value ($000) $0 Avg Close — Range —