Acorn Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$385K	Sell	2,124 -141	-6%	-$27.2K	0.11%	169
2025 Q4	$452K	Sell	2,265 -293	-11%	-$58.6K	0.13%	147
2025 Q3	$501K	Buy	2,558 +597	+30%	+$109K	0.16%	140
2025 Q2	$340K	Buy	+1,961	New	+$297K	0.13%	158
2025 Q1	–	Sell	-1,340	Closed	-$214K	–	237
2024 Q4	$214K	Hold	1,340	–	–	0.09%	223
2024 Q3	$203K	Sell	1,340 -622	-32%	-$91.5K	0.09%	221
2024 Q2	$295K	Buy	1,962 +354	+22%	+$48.9K	0.15%	150
2024 Q1	$217K	Buy	+1,608	New	+$209K	0.11%	188
2020 Q1	–	Sell	-4,700	Closed	-$279K	–	119
2019 Q4	$279K	Buy	4,700 +4	+0.1%	+$218	0.23%	93
2019 Q3	$259K	Sell	4,696 -168	-3%	-$8.54K	0.22%	98
2019 Q2	$246K	Sell	4,864 -120	-2%	-$5.87K	0.23%	99
2019 Q1	$247K	Sell	4,984 -740	-13%	-$32.9K	0.22%	103
2018 Q4	$235K	Hold	5,724	–	–	0.24%	94
2018 Q3	$256K	Sell	5,724 -400	-7%	-$18.9K	0.25%	93
2018 Q2	$276K	Hold	6,124	–	–	0.24%	89
2018 Q1	$260K	Hold	6,124	–	–	0.22%	91
2017 Q4	$260K	Buy	+6,124	New	+$245K	0.24%	84