Bay Colony Advisors’s iShares US Technology ETF IYW Stock Holding History

Bay Colony Advisors’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$418K	Sell	1,657 -15	-0.9%	-$3.44K	0.05%	302
2026 Q1	$303K	Hold	1,672	–	–	0.04%	384
2025 Q4	$334K	Sell	1,672 -72	-4%	-$14.4K	0.04%	364
2025 Q3	$342K	Sell	1,744 -15	-0.9%	-$2.74K	0.04%	365
2025 Q2	$305K	Sell	1,759 -25	-1%	-$3.79K	0.04%	340
2025 Q1	$251K	Sell	1,784 -97	-5%	-$15.1K	0.04%	370
2024 Q4	$300K	Buy	1,881 +6	+0.3%	+$949	0.04%	330
2024 Q3	$284K	Buy	1,875 +330	+21%	+$48.5K	0.04%	334
2024 Q2	$232K	Buy	+1,545	New	+$214K	0.04%	353
2018 Q3	–	Sell	-964	Closed	-$43K	–	564
2018 Q2	$43K	Buy	+964	New	+$42.6K	0.03%	389

Other funds holding IYW

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return