ISHARES TR

Ticker: IYK CUSIP: 464287812 Class: US CONSM STAPLES

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q3 2025
Shares 3,282 Value ($000) $224 Avg Close — Range —
Q2 2025
Shares 3,368 Value ($000) $237 Avg Close — Range —
Q1 2025
Shares 3,368 Value ($000) $241 Avg Close — Range —
Q4 2024
Shares 3,434 Value ($000) $225 Avg Close — Range —
Q3 2024
Shares 3,434 Value ($000) $242 Avg Close — Range —
Q2 2024
Shares 3,434 Value ($000) $226 Avg Close — Range —
Q1 2024
Shares 3,435 Value ($000) $232 Avg Close — Range —
Q4 2023
Shares 1,145 Value ($000) $220 Avg Close — Range —