Bingham Osborn & Scarborough’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
2021 Q4	–	Sell	-7,751	Closed	-$785K	–	80
2021 Q3	$785K	Hold	7,751	–	–	0.06%	63
2021 Q2	$770K	Hold	7,751	–	–	0.05%	60
2021 Q1	$680K	Sell	7,751 -460	-6%	-$40.4K	0.05%	63
2020 Q4	$699K	Sell	8,211 -4,789	-37%	-$408K	0.06%	54
2020 Q3	$978K	Hold	13,000	–	–	0.07%	66
2020 Q2	$877K	Hold	13,000	–	–	0.07%	68
2020 Q1	$664K	Hold	13,000	–	–	0.07%	70
2019 Q4	$756K	Hold	13,000	–	–	0.06%	78
2019 Q3	$664K	Hold	13,000	–	–	0.06%	79
2019 Q2	$643K	Hold	13,000	–	–	0.06%	76
2019 Q1	$619K	Hold	13,000	–	–	0.06%	77
2018 Q4	$520K	Sell	13,000 -1,400	-10%	-$56K	0.05%	83
2018 Q3	$698K	Hold	14,400	–	–	0.06%	69
2018 Q2	$642K	Sell	14,400 -360	-2%	-$16.1K	0.06%	66
2018 Q1	$621K	Sell	14,760 -9,632	-39%	-$405K	0.06%	71
2017 Q4	$993K	Buy	24,392 +1,976	+9%	+$80.4K	0.09%	45
2017 Q3	$840K	Sell	22,416 -272	-1%	-$10.2K	0.08%	52
2017 Q2	$793K	Hold	22,688	–	–	0.08%	54
2017 Q1	$767K	Hold	22,688	–	–	0.08%	54
2016 Q4	$682K	Hold	22,688	–	–	0.07%	57
2016 Q3	$675K	Hold	22,688	–	–	0.07%	60
2016 Q2	$597K	Hold	22,688	–	–	0.07%	61
2016 Q1	$615K	Hold	22,688	–	–	0.07%	61
2015 Q4	$607K	Sell	22,688 -1,232	-5%	-$33K	0.07%	57
2015 Q3	$591K	Hold	23,920	–	–	0.07%	57
2015 Q2	$626K	Sell	23,920 -1,400	-6%	-$36.6K	0.08%	57
2015 Q1	$664K	Hold	25,320	–	–	0.08%	56
2014 Q4	$661K	Hold	25,320	–	–	0.08%	62
2014 Q3	$638K	Sell	25,320 -760	-3%	-$19.2K	0.08%	61
2014 Q2	$632K	Hold	26,080	–	–	0.08%	51
2014 Q1	$594K	Sell	26,080 -452	-2%	-$10.3K	0.08%	55
2013 Q4	$587K	Sell	26,532 -2,492	-9%	-$55.1K	0.09%	49
2013 Q3	$572K	Sell	29,024 -2,268	-7%	-$44.7K	0.09%	46
2013 Q2	$576K	Buy	+31,292	New	+$576K	0.1%	45