ISHARES TR

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

Everhart Financial Group, Inc.'s Holding History (CIK: 0001852858)

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

Q4 2025
Shares 1,214 Value ($000) $242 Avg Close — Range —
Q3 2025
Shares 1,784 Value ($000) $349 Avg Close — Range —
Q2 2025
Shares 1,785 Value ($000) $309 Avg Close — Range —
Q1 2025
Shares 1,771 Value ($000) $249 Avg Close — Range —
Q4 2024
Shares 1,745 Value ($000) $278 Avg Close — Range —
Q3 2024
Shares 1,736 Value ($000) $263 Avg Close — Range —
Q2 2024
Shares 1,736 Value ($000) $261 Avg Close — Range —
Q1 2024
Shares 1,736 Value ($000) $234 Avg Close — Range —