ISHARES TR

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

Litman Gregory Wealth Management LLC's Holding History (CIK: 0001551867)

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

Q4 2025
Shares 3,346 Value ($000) $668 Avg Close Range
Q3 2025
Shares 3,346 Value ($000) $655 Avg Close Range
Q2 2025
Shares 3,346 Value ($000) $580 Avg Close Range
Q1 2025
Shares 3,346 Value ($000) $470 Avg Close Range
Q4 2024
Shares 3,346 Value ($000) $534 Avg Close Range
Q3 2024
Shares 3,346 Value ($000) $507 Avg Close Range
Q2 2024
Shares 2,712 Value ($000) $408 Avg Close Range
Q1 2024
Shares 2,712 Value ($000) $366 Avg Close Range