ISHARES TR

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

Connecticut Wealth Management, LLC's Holding History (CIK: 0001689829)

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

Q4 2025
Shares 18,232 Value ($000) $3,641 Avg Close — Range —
Q3 2025
Shares 18,232 Value ($000) $3,571 Avg Close — Range —
Q2 2025
Shares 18,232 Value ($000) $3,159 Avg Close — Range —
Q1 2025
Shares 18,232 Value ($000) $2,561 Avg Close — Range —
Q4 2024
Shares 18,788 Value ($000) $2,997 Avg Close — Range —
Q3 2024
Shares 18,788 Value ($000) $2,849 Avg Close — Range —
Q2 2024
Shares 22,128 Value ($000) $3,330 Avg Close — Range —
Q1 2024
Shares 22,128 Value ($000) $2,989 Avg Close — Range —
Q4 2023
Shares 22,128 Value ($000) $2,716 Avg Close — Range —
Q3 2023
Shares 22,504 Value ($000) $2,361 Avg Close — Range —
Q2 2023
Shares 22,128 Value ($000) $2,409 Avg Close — Range —
Q1 2023
Shares 22,165 Value ($000) $2,057 Avg Close — Range —