ISHARES TR

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

Patriot Financial Group Insurance Agency, LLC's Holding History (CIK: 0001694883)

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

Q4 2025
Shares 10,571 Value ($000) $2,111 Avg Close Range
Q3 2025
Shares 10,419 Value ($000) $2,041 Avg Close Range
Q2 2025
Shares 15,123 Value ($000) $2,620 Avg Close Range
Q1 2025
Shares 14,274 Value ($000) $2,005 Avg Close Range
Q4 2024
Shares 13,712 Value ($000) $2,187 Avg Close Range
Q3 2024
Shares 14,058 Value ($000) $2,131 Avg Close Range
Q2 2024
Shares 14,677 Value ($000) $2,209 Avg Close Range
Q1 2024
Shares 13,562 Value ($000) $1,832 Avg Close Range
Q4 2023
Shares 12,644 Value ($000) $1,552 Avg Close Range
Q3 2023
Shares 11,620 Value ($000) $1,219 Avg Close Range
Q2 2023
Shares 11,505 Value ($000) $1,253 Avg Close Range
Q1 2023
Shares 8,626 Value ($000) $801 Avg Close Range
Q4 2022
Shares 5,156 Value ($000) $384 Avg Close Range
Q2 2022
Shares 3,119 Value ($000) $249 Avg Close Range
Q1 2022
Shares 4,846 Value ($000) $499 Avg Close Range
Q4 2021
Shares 7,540 Value ($000) $866 Avg Close Range
Q3 2021
Shares 8,031 Value ($000) $813 Avg Close Range
Q4 2017
Shares 149 Value ($000) $25 Avg Close Range
Q3 2017
Shares 125 Value ($000) $19 Avg Close Range
Q2 2017
Shares 107 Value ($000) $15 Avg Close Range
Q1 2017
Shares 107 Value ($000) $14 Avg Close Range