ISHARES TR

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

Lakeshore Financial Planning, Inc.'s Holding History (CIK: 0002000571)

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

Q4 2025
Shares 18,751 Value ($000) $3,744 Avg Close — Range —
Q3 2025
Shares 15,243 Value ($000) $2,986 Avg Close — Range —
Q2 2025
Shares 16,207 Value ($000) $2,808 Avg Close — Range —
Q1 2025
Shares 1,956 Value ($000) $275 Avg Close — Range —
Q4 2024
Shares 1,956 Value ($000) $312 Avg Close — Range —
Q3 2024
Shares 1,956 Value ($000) $297 Avg Close — Range —
Q2 2024
Shares 1,955 Value ($000) $294 Avg Close — Range —
Q1 2024
Shares 1,911 Value ($000) $258 Avg Close — Range —
Q4 2023
Shares 1,912 Value ($000) $235 Avg Close — Range —
Q3 2023
Shares 1,909 Value ($000) $200 Avg Close — Range —