ISHARES TR

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

Wells Financial Advisors INC's Holding History (CIK: 0001844454)

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

Q4 2025
Shares 625 Value ($000) $125 Avg Close — Range —
Q3 2025
Shares 1,295 Value ($000) $254 Avg Close — Range —
Q2 2025
Shares 1,295 Value ($000) $224 Avg Close — Range —
Q1 2025
Shares 1,025 Value ($000) $144 Avg Close — Range —
Q4 2024
Shares 1,025 Value ($000) $164 Avg Close — Range —
Q3 2024
Shares 132 Value ($000) $20 Avg Close — Range —
Q2 2024
Shares 4,708 Value ($000) $709 Avg Close — Range —