ISHARES TR

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

Forthright Family Wealth Advisory LLC's Holding History (CIK: 0002008648)

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

Q4 2025
Shares 26,277 Value ($000) $5,247 Avg Close — Range —
Q3 2025
Shares 25,825 Value ($000) $5,058 Avg Close — Range —
Q2 2025
Shares 24,935 Value ($000) $4,320 Avg Close — Range —
Q1 2025
Shares 25,613 Value ($000) $3,597 Avg Close — Range —
Q4 2024
Shares 25,034 Value ($000) $3,993 Avg Close — Range —
Q3 2024
Shares 27,548 Value ($000) $4,557 Avg Close — Range —
Q2 2024
Shares 30,392 Value ($000) $4,574 Avg Close — Range —
Q1 2024
Shares 30,268 Value ($000) $4,088 Avg Close — Range —
Q4 2023
Shares 29,169 Value ($000) $3,580 Avg Close — Range —