ISHARES TR

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

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q4 2025
Shares 8,937 Value ($000) $1,785 Avg Close — Range —
Q3 2025
Shares 5,295 Value ($000) $1,037 Avg Close — Range —
Q2 2025
Shares 20,038 Value ($000) $3,472 Avg Close — Range —
Q1 2025
Shares 80,590 Value ($000) $11,318 Avg Close — Range —
Q4 2024
Shares 72,327 Value ($000) $11,538 Avg Close — Range —
Q3 2024
Shares 57,822 Value ($000) $8,767 Avg Close — Range —
Q2 2024
Shares 57,423 Value ($000) $8,642 Avg Close — Range —
Q1 2024
Shares 2,666 Value ($000) $360 Avg Close — Range —