ISHARES TR

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

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC's Holding History (CIK: 0001767601)

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

Q4 2025
Shares 11,331 Value ($000) $2,263 Avg Close Range
Q3 2025
Shares 11,679 Value ($000) $2,287 Avg Close Range
Q2 2025
Shares 11,773 Value ($000) $2,040 Avg Close Range
Q1 2025
Shares 11,974 Value ($000) $1,682 Avg Close Range
Q4 2024
Shares 13,107 Value ($000) $2,091 Avg Close Range
Q3 2024
Shares 13,874 Value ($000) $2,104 Avg Close Range
Q2 2024
Shares 13,951 Value ($000) $2,100 Avg Close Range
Q1 2024
Shares 14,717 Value ($000) $1,988 Avg Close Range
Q4 2023
Shares 15,802 Value ($000) $1,940 Avg Close Range
Q3 2023
Shares 57,600 Value ($000) $6,043 Avg Close Range
Q2 2023
Shares 113,494 Value ($000) $12,356 Avg Close Range
Q1 2023
Shares 111,884 Value ($000) $10,384 Avg Close Range
Q4 2022
Shares 71,493 Value ($000) $5,326 Avg Close Range