Aptus Capital 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	$1.7M	Sell	9,376 -294	-3%	-$56.8K	0.01%	498
2025 Q4	$1.93M	Buy	9,670 +437	+5%	+$87.4K	0.01%	452
2025 Q3	$1.81M	Buy	9,233 +1,690	+22%	+$309K	0.01%	455
2025 Q2	$1.31M	Sell	7,543 -919	-11%	-$139K	0.01%	486
2025 Q1	$1.19M	Buy	8,462 +2,206	+35%	+$344K	0.01%	478
2024 Q4	$998K	Buy	6,256 +2,614	+72%	+$414K	0.01%	506
2024 Q3	$552K	Sell	3,642 -4,497	-55%	-$661K	0.01%	517
2024 Q2	$1.22M	Sell	8,139 -12,999	-61%	-$1.8M	0.02%	362
2024 Q1	$2.85M	Buy	21,138 +20,211	+2,180%	+$2.63M	0.05%	252
2023 Q4	$114K	Sell	927 -1,381	-60%	-$156K	﹤0.01%	605
2023 Q3	$242K	Buy	2,308 +915	+66%	+$99.5K	0.01%	520
2023 Q2	$152K	Hold	1,393	–	–	﹤0.01%	504
2023 Q1	$129K	Buy	1,393 +426	+44%	+$35.8K	﹤0.01%	499
2022 Q4	$72K	Buy	967 +43	+5%	+$3.29K	﹤0.01%	565
2022 Q3	$68K	Hold	924	–	–	﹤0.01%	531
2022 Q2	$74K	Buy	+924	New	+$81.8K	﹤0.01%	443