ISHARES TR

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

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2025
Shares 44,064 Value ($000) $8,798 Avg Close — Range —
Q3 2025
Shares 44,807 Value ($000) $8,776 Avg Close — Range —
Q2 2025
Shares 44,821 Value ($000) $7,767 Avg Close — Range —
Q1 2025
Shares 48,100 Value ($000) $6,753 Avg Close — Range —
Q4 2024
Shares 46,533 Value ($000) $7,419 Avg Close — Range —
Q3 2024
Shares 49,553 Value ($000) $7,513 Avg Close — Range —
Q2 2024
Shares 306,641 Value ($000) $7 Avg Close — Range —
Q1 2024
Shares 58,921 Value ($000) $8 Avg Close — Range —
Q4 2023
Shares 58,352 Value ($000) $7 Avg Close — Range —
Q3 2023
Shares 38,841 Value ($000) $4 Avg Close — Range —
Q2 2023
Shares 71,345 Value ($000) $7,767 Avg Close — Range —
Q1 2023
Shares 70,086 Value ($000) $6,505 Avg Close — Range —
Q4 2021
Shares 2,067 Value ($000) $237 Avg Close — Range —
Q3 2021
Shares 1,105 Value ($000) $112 Avg Close — Range —