ISHARES TR

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

Optivise Advisory Services LLC's Holding History (CIK: 0002042876)

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

Q3 2025
Shares 2,503 Value ($000) $490 Avg Close — Range —
Q2 2025
Shares 5,228 Value ($000) $906 Avg Close — Range —
Q1 2025
Shares 5,395 Value ($000) $758 Avg Close — Range —
Q4 2024
Shares 6,163 Value ($000) $983 Avg Close — Range —
Q3 2024
Shares 6,141 Value ($000) $931 Avg Close — Range —
Q2 2024
Shares 6,174 Value ($000) $929 Avg Close — Range —