Avantra Family Wealth’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 Q1	–	Sell	-3,166	Closed	-$505K	–	159
2024 Q4	$505K	Buy	+3,166	New	+$505K	0.47%	75