Allegheny Financial Group’s iShares US Technology ETF IYW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$225K	Buy	+1,300	New	+$225K	0.05%	225
2025 Q1	–	Sell	-1,300	Closed	-$207K	–	240
2024 Q4	$207K	Sell	1,300 -589	-31%	-$94K	0.05%	215
2024 Q3	$286K	Buy	1,889 +248	+15%	+$37.6K	0.07%	195
2024 Q2	$247K	Buy	+1,641	New	+$247K	0.07%	195