Balboa Wealth Partners’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	$235K	Sell	1,293 -14,801	-92%	-$2.86M	0.04%	370
2025 Q4	$3.21M	Sell	16,094 -355	-2%	-$71K	0.53%	33
2025 Q3	$3.22M	Buy	16,449 +6	+0%	+$1.1K	0.56%	34
2025 Q2	$2.85M	Buy	+16,443	New	+$2.49M	0.57%	32
2025 Q1	–	Sell	-2,279	Closed	-$364K	–	355
2024 Q4	$364K	Sell	2,279 -18,457	-89%	-$2.92M	0.08%	178
2024 Q3	$3.14M	Buy	20,736 +100	+0.5%	+$14.7K	0.78%	19
2024 Q2	$3.11M	Buy	20,636 +1,160	+6%	+$160K	0.82%	18
2024 Q1	$2.63M	Buy	19,476 +7,662	+65%	+$997K	0.77%	21
2023 Q4	$1.45M	Buy	+11,814	New	+$1.34M	0.48%	30
2023 Q3	–	Sell	-6,347	Closed	-$691K	–	303
2023 Q2	$691K	Buy	+6,347	New	+$623K	0.24%	74