ISHARES TR

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

Westwood Wealth Management's Holding History (CIK: 0001861125)

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

Q3 2025
Shares 9,995 Value ($000) $1,958 Avg Close — Range —
Q2 2025
Shares 9,995 Value ($000) $1,732 Avg Close — Range —
Q1 2025
Shares 10,075 Value ($000) $1,415 Avg Close — Range —
Q4 2024
Shares 11,725 Value ($000) $1,870 Avg Close — Range —
Q3 2024
Shares 11,775 Value ($000) $1,785 Avg Close — Range —
Q2 2024
Shares 12,050 Value ($000) $1,814 Avg Close — Range —
Q1 2024
Shares 12,055 Value ($000) $1,628 Avg Close — Range —
Q4 2023
Shares 12,885 Value ($000) $1,582 Avg Close — Range —
Q3 2023
Shares 12,895 Value ($000) $1,353 Avg Close — Range —
Q2 2023
Shares 12,905 Value ($000) $1,405 Avg Close — Range —
Q1 2023
Shares 12,915 Value ($000) $1,199 Avg Close — Range —
Q4 2022
Shares 13,015 Value ($000) $969 Avg Close — Range —
Q3 2022
Shares 12,950 Value ($000) $950 Avg Close — Range —
Q2 2022
Shares 13,050 Value ($000) $1,043 Avg Close — Range —
Q1 2022
Shares 14,630 Value ($000) $1,507 Avg Close — Range —
Q4 2021
Shares 21,380 Value ($000) $2,455 Avg Close — Range —