Atria Wealth Solutions’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
2025 Q2	$11.6M	Sell	66,992 -78,448	-54%	-$11.9M	0.26%	85
2025 Q1	$20.4M	Sell	145,440 -6,173	-4%	-$962K	0.25%	86
2024 Q4	$24.2M	Sell	151,613 -7,620	-5%	-$1.21M	0.27%	79
2024 Q3	$24.1M	Sell	159,233 -4,151	-3%	-$610K	0.26%	81
2024 Q2	$24.6M	Buy	163,384 +1,957	+1%	+$270K	0.27%	74
2024 Q1	$21.8M	Buy	161,427 +6,599	+4%	+$859K	0.25%	88
2023 Q4	$19M	Buy	154,828 +34,736	+29%	+$3.93M	0.24%	94
2023 Q3	$12.6M	Sell	120,092 -70,765	-37%	-$7.7M	0.18%	124
2023 Q2	$20.8M	Buy	190,857 +4,415	+2%	+$434K	0.28%	76
2023 Q1	$17.3M	Buy	186,442 +46,205	+33%	+$3.88M	0.26%	84
2022 Q4	$10.4M	Buy	140,237 +108,752	+345%	+$8.32M	0.17%	137
2022 Q3	$2.31M	Sell	31,485 -3,351	-10%	-$284K	0.04%	424
2022 Q2	$2.79M	Buy	34,836 +1,860	+6%	+$165K	0.06%	359
2022 Q1	$3.4M	Buy	+32,976	New	+$3.37M	0.06%	336