ISHARES TR

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

Shared Vision Wealth Group LLC's Holding History (CIK: 0002008178)

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

Q4 2025
Shares 6,917 Value ($000) $1,392 Avg Close — Range —
Q3 2025
Shares 7,174 Value ($000) $1,418 Avg Close — Range —
Q2 2025
Shares 16,744 Value ($000) $3,036 Avg Close — Range —
Q1 2025
Shares 17,276 Value ($000) $2,426 Avg Close — Range —
Q4 2024
Shares 18,248 Value ($000) $2,911 Avg Close — Range —
Q3 2024
Shares 18,946 Value ($000) $2,873 Avg Close — Range —
Q2 2024
Shares 18,839 Value ($000) $2,835 Avg Close — Range —
Q1 2024
Shares 18,777 Value ($000) $2,536 Avg Close — Range —
Q4 2023
Shares 17,664 Value ($000) $2,168 Avg Close — Range —