Aprio Wealth Management’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	$1.25M	Sell	7,212 -411	-5%	-$71.2K	0.14%	96
2025 Q1	$1.07M	Buy	7,623 +1,997	+35%	+$280K	0.13%	103
2024 Q4	$897K	Sell	5,626 -500	-8%	-$79.8K	0.13%	93
2024 Q3	$929K	Buy	6,126 +500	+9%	+$75.8K	0.15%	86
2024 Q2	$847K	Buy	+5,626	New	+$847K	0.15%	80