ISHARES TR

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

LGT Financial Advisors LLC's Holding History (CIK: 0001965191)

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

Q3 2025
Shares 1,607 Value ($000) $315 Avg Close — Range —
Q2 2025
Shares 1,344 Value ($000) $233 Avg Close — Range —
Q1 2025
Shares 1,975 Value ($000) $278 Avg Close — Range —
Q4 2024
Shares 1,980 Value ($000) $316 Avg Close — Range —
Q3 2024
Shares 1,828 Value ($000) $277 Avg Close — Range —
Q2 2024
Shares 1,767 Value ($000) $266 Avg Close — Range —
Q1 2024
Shares 1,218 Value ($000) $165 Avg Close — Range —
Q4 2023
Shares 1,044 Value ($000) $128 Avg Close — Range —
Q3 2023
Shares 604 Value ($000) $63 Avg Close — Range —
Q2 2023
Shares 907 Value ($000) $99 Avg Close — Range —
Q4 2022
Shares 3,302 Value ($000) $246 Avg Close — Range —