Affiance Financial’s iShares US Technology ETF IYW Stock Holding History

Affiance Financial’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$810K	Hold	4,676	–	–	0.16%	54
2025 Q1	$657K	Sell	4,676 -91	-2%	-$12.8K	0.15%	59
2024 Q4	$760K	Sell	4,767 -629	-12%	-$100K	0.18%	59
2024 Q3	$818K	Hold	5,396	–	–	0.2%	57
2024 Q2	$812K	Sell	5,396 -38	-0.7%	-$5.72K	0.21%	53
2024 Q1	$734K	Hold	5,434	–	–	0.2%	56
2023 Q4	$667K	Sell	5,434 -94	-2%	-$11.5K	0.19%	60
2023 Q3	$580K	Hold	5,528	–	–	0.29%	58
2023 Q2	$602K	Sell	5,528 -67	-1%	-$7.29K	0.29%	59
2023 Q1	$519K	Hold	5,595	–	–	0.27%	61
2022 Q4	$417K	Hold	5,595	–	–	0.17%	76
2022 Q3	$411K	Hold	5,595	–	–	0.23%	55
2022 Q2	$447K	Hold	5,595	–	–	0.24%	57
2022 Q1	$577K	Hold	5,595	–	–	0.28%	53
2021 Q4	$642K	Sell	5,595 -885	-14%	-$102K	0.27%	54
2021 Q3	$656K	Hold	6,480	–	–	0.29%	52
2021 Q2	$644K	Sell	6,480 -1,100	-15%	-$109K	0.27%	54
2021 Q1	$665K	Hold	7,580	–	–	0.3%	52
2020 Q4	$645K	Sell	7,580 -664	-8%	-$56.5K	0.34%	49
2020 Q3	$621K	Hold	8,244	–	–	0.36%	45
2020 Q2	$556K	Hold	8,244	–	–	0.3%	47
2020 Q1	$421K	Hold	8,244	–	–	0.29%	51
2019 Q4	$479K	Hold	8,244	–	–	0.26%	54
2019 Q3	$421K	Hold	8,244	–	–	0.26%	60
2019 Q2	$408K	Sell	8,244 -260	-3%	-$12.9K	0.25%	63
2019 Q1	$405K	Hold	8,504	–	–	0.26%	61
2018 Q4	$340K	Hold	8,504	–	–	0.22%	68
2018 Q3	$412K	Hold	8,504	–	–	0.27%	58
2018 Q2	$379K	Sell	8,504 -456	-5%	-$20.3K	0.29%	62
2018 Q1	$377K	Sell	8,960 -4,344	-33%	-$183K	0.33%	52
2017 Q4	$541K	Sell	13,304 -360	-3%	-$14.6K	0.4%	41
2017 Q3	$512K	Hold	13,664	–	–	0.41%	42
2017 Q2	$477K	Hold	13,664	–	–	0.38%	44
2017 Q1	$462K	Sell	13,664 -3,800	-22%	-$128K	0.36%	46
2016 Q4	$525K	Hold	17,464	–	–	0.42%	41
2016 Q3	$520K	Sell	17,464 -7,324	-30%	-$218K	0.42%	38
2016 Q2	$652K	Sell	24,788 -3,016	-11%	-$79.3K	0.55%	34
2016 Q1	$754K	Sell	27,804 -7,368	-21%	-$200K	0.72%	30
2015 Q4	$941K	Sell	35,172 -4,580	-12%	-$123K	0.97%	25
2015 Q3	$983K	Sell	39,752 -8,276	-17%	-$205K	1.23%	20
2015 Q2	$1.26M	Sell	48,028 -4,380	-8%	-$115K	1.6%	12
2015 Q1	$1.38M	Sell	52,408 -1,360	-3%	-$35.7K	2.09%	8
2014 Q4	$1.4M	Buy	+53,768	New	+$1.4M	2.46%	8