ISHARES TR

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

KWB Wealth's Holding History (CIK: 0001822236)

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

Q3 2025
Shares 49,820 Value ($000) $8,632 Avg Close — Range —
Q2 2025
Shares 53,406 Value ($000) $7,500 Avg Close — Range —
Q1 2025
Shares 44,375 Value ($000) $7,079 Avg Close — Range —
Q4 2024
Shares 41,253 Value ($000) $6,255 Avg Close — Range —
Q3 2024
Shares 47,813 Value ($000) $7,196 Avg Close — Range —
Q2 2024
Shares 39,771 Value ($000) $5,371 Avg Close — Range —
Q1 2024
Shares 40,346 Value ($000) $5,449 Avg Close — Range —