ISHARES TR

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

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q3 2025
Shares 8,088 Value ($000) $1,584 Avg Close — Range —
Q2 2025
Shares 13,273 Value ($000) $2,300 Avg Close — Range —
Q1 2025
Shares 15,868 Value ($000) $2,229 Avg Close — Range —
Q4 2024
Shares 14,777 Value ($000) $2,357 Avg Close — Range —
Q3 2024
Shares 14,159 Value ($000) $2,147 Avg Close — Range —
Q2 2024
Shares 14,406 Value ($000) $2,168 Avg Close — Range —
Q1 2024
Shares 14,069 Value ($000) $1,900 Avg Close — Range —
Q4 2023
Shares 12,704 Value ($000) $1,559 Avg Close — Range —
Q3 2023
Shares 10,809 Value ($000) $1,134 Avg Close — Range —
Q2 2023
Shares 14,572 Value ($000) $1,587 Avg Close — Range —
Q1 2023
Shares 13,744 Value ($000) $1,276 Avg Close — Range —
Q4 2022
Shares 11,615 Value ($000) $865 Avg Close — Range —