ISHARES TR

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

Beverly Hills Private Wealth, LLC's Holding History (CIK: 0001965710)

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

Q4 2025
Shares 1,378 Value ($000) $275 Avg Close — Range —
Q3 2025
Shares 1,378 Value ($000) $270 Avg Close — Range —
Q2 2025
Shares 1,720 Value ($000) $298 Avg Close — Range —
Q1 2025
Shares 1,952 Value ($000) $274 Avg Close — Range —
Q4 2024
Shares 2,016 Value ($000) $322 Avg Close — Range —
Q3 2024
Shares 2,207 Value ($000) $335 Avg Close — Range —
Q2 2024
Shares 2,709 Value ($000) $408 Avg Close — Range —
Q1 2024
Shares 2,784 Value ($000) $376 Avg Close — Range —
Q4 2023
Shares 2,980 Value ($000) $366 Avg Close — Range —
Q3 2023
Shares 3,143 Value ($000) $330 Avg Close — Range —
Q2 2023
Shares 5,605 Value ($000) $610 Avg Close — Range —
Q1 2023
Shares 4,724 Value ($000) $438 Avg Close — Range —