ISHARES TR

Ticker: IYF CUSIP: 464287788 Class: Exchange Traded Fund

MONTAG A & ASSOCIATES INC's Holding History (CIK: 0000829407)

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

Q4 2025
Shares 5,070 Value ($000) $654 Avg Close — Range —
Q3 2025
Shares 5,070 Value ($000) $642 Avg Close — Range —
Q2 2025
Shares 5,131 Value ($000) $621 Avg Close — Range —
Q1 2025
Shares 5,131 Value ($000) $579 Avg Close — Range —
Q4 2024
Shares 5,131 Value ($000) $567 Avg Close — Range —
Q3 2024
Shares 6,212 Value ($000) $645 Avg Close — Range —