Catalyst Financial Partners’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 Q2	$221K	Buy	+1,274	New	+$221K	0.02%	276
2025 Q1	–	Sell	-1,602	Closed	-$256K	–	292
2024 Q4	$256K	Sell	1,602 -7	-0.4%	-$1.12K	0.05%	231
2024 Q3	$244K	Buy	+1,609	New	+$244K	0.05%	234