ISHARES TR

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

Montz Harcus Wealth Management LLC's Holding History (CIK: 0001918613)

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

Q4 2025
Shares 10,453 Value ($000) $2,087 Avg Close — Range —
Q3 2025
Shares 10,389 Value ($000) $2,035 Avg Close — Range —
Q2 2025
Shares 10,386 Value ($000) $1,800 Avg Close — Range —
Q1 2025
Shares 10,380 Value ($000) $1,458 Avg Close — Range —
Q4 2024
Shares 11,204 Value ($000) $1,787 Avg Close — Range —
Q3 2024
Shares 13,055 Value ($000) $1,979 Avg Close — Range —
Q2 2024
Shares 13,046 Value ($000) $1,963 Avg Close — Range —
Q1 2024
Shares 13,039 Value ($000) $1,761 Avg Close — Range —
Q4 2023
Shares 13,031 Value ($000) $1,600 Avg Close — Range —
Q3 2023
Shares 13,013 Value ($000) $1,365 Avg Close — Range —
Q2 2023
Shares 13,013 Value ($000) $1,417 Avg Close — Range —
Q1 2023
Shares 13,005 Value ($000) $1,207 Avg Close — Range —
Q4 2022
Shares 12,990 Value ($000) $968 Avg Close — Range —
Q3 2022
Shares 12,965 Value ($000) $951 Avg Close — Range —
Q2 2022
Shares 12,945 Value ($000) $1,035 Avg Close — Range —
Q1 2022
Shares 12,933 Value ($000) $1,333 Avg Close — Range —
Q4 2021
Shares 12,928 Value ($000) $1,484 Avg Close — Range —