Arete 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	–	Sell	-17,684	Closed	-$3.53M	–	527
2025 Q4	$3.53M	Buy	17,684 +12,586	+247%	+$2.52M	0.22%	99
2025 Q3	$999K	Hold	5,098	–	–	0.06%	274
2025 Q2	$883K	Buy	5,098 +53	+1%	+$8.03K	0.06%	279
2025 Q1	$708K	Buy	5,045 +852	+20%	+$133K	0.05%	305
2024 Q4	$670K	Buy	4,193 +1,194	+40%	+$189K	0.05%	334
2024 Q3	$453K	Sell	2,999 -1,412	-32%	-$208K	0.04%	399
2024 Q2	$665K	Buy	+4,411	New	+$610K	0.05%	329
2024 Q1	–	Sell	-3,704	Closed	-$455K	–	554
2023 Q4	$455K	Buy	3,704 +1,063	+40%	+$120K	0.03%	422
2023 Q3	$277K	Sell	2,641 -2,858	-52%	-$311K	0.05%	358
2023 Q2	$599K	Sell	5,499 -343	-6%	-$33.7K	0.05%	326
2023 Q1	$542K	Buy	5,842 +2,118	+57%	+$178K	0.04%	328
2022 Q4	$277M	Buy	+3,724	New	+$285K	0.02%	473