ISHARES TR

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

WealthPLAN Partners, LLC's Holding History (CIK: 0001639943)

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

Q2 2025
Shares 5,813 Value ($000) $1,007 Avg Close — Range —
Q1 2025
Shares 6,073 Value ($000) $853 Avg Close — Range —
Q4 2024
Shares 5,891 Value ($000) $940 Avg Close — Range —
Q3 2024
Shares 6,803 Value ($000) $1,031 Avg Close — Range —
Q2 2024
Shares 7,456 Value ($000) $1,122 Avg Close — Range —
Q1 2024
Shares 7,286 Value ($000) $984 Avg Close — Range —
Q4 2023
Shares 7,240 Value ($000) $889 Avg Close — Range —
Q3 2023
Shares 3,748 Value ($000) $393 Avg Close — Range —
Q2 2023
Shares 6,217 Value ($000) $677 Avg Close — Range —
Q1 2023
Shares 8,742 Value ($000) $811 Avg Close — Range —
Q4 2022
Shares 7,393 Value ($000) $647 Avg Close — Range —
Q1 2022
Shares 4,207 Value ($000) $377 Avg Close — Range —
Q4 2021
Shares 4,392 Value ($000) $462 Avg Close — Range —
Q3 2021
Shares 4,615 Value ($000) $531 Avg Close — Range —
Q2 2021
Shares 2,745 Value ($000) $284 Avg Close — Range —
Q2 2018
Shares 1,210 Value ($000) $216 Avg Close — Range —
Q1 2018
Shares 1,210 Value ($000) $204 Avg Close — Range —
Q4 2017
Shares 1,283 Value ($000) $209 Avg Close — Range —
Q3 2017
Shares 2,063 Value ($000) $309 Avg Close — Range —
Q3 2016
Shares 493 Value ($000) $58,415 Avg Close — Range —
Q2 2016
Shares 268 Value ($000) $28 Avg Close — Range —