ISHARES TR

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

Root Financial Partners, LLC's Holding History (CIK: 0001977181)

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

Q4 2025
Shares 4,152 Value ($000) $829 Avg Close — Range —
Q3 2025
Shares 4,017 Value ($000) $787 Avg Close — Range —
Q2 2025
Shares 4,116 Value ($000) $713 Avg Close — Range —
Q1 2025
Shares 3,950 Value ($000) $555 Avg Close — Range —
Q4 2024
Shares 4,004 Value ($000) $639 Avg Close — Range —
Q3 2024
Shares 3,949 Value ($000) $599 Avg Close — Range —
Q2 2024
Shares 3,949 Value ($000) $594 Avg Close — Range —
Q1 2024
Shares 3,558 Value ($000) $481 Avg Close — Range —
Q4 2023
Shares 3,558 Value ($000) $437 Avg Close — Range —