Clarus Wealth Advisors’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
2025 Q1	–	Sell	-11,127	Closed	-$1.74M	–	120
2024 Q4	$1.74M	Buy	11,127 +382	+4%	+$60.4K	0.87%	32
2024 Q3	$1.62M	Buy	10,745 +197	+2%	+$29K	0.82%	34
2024 Q2	$1.67M	Sell	10,548 -304	-3%	-$42K	0.89%	31
2024 Q1	$1.45M	Sell	10,852 -688	-6%	-$89.6K	0.82%	33
2023 Q4	$1.44M	Buy	+11,540	New	+$1.31M	0.85%	30
2023 Q2	$1.22M	Buy	+11,338	New	+$1.11M	0.74%	34
2019 Q3	–	Sell	-476	Closed	-$23K	–	362
2019 Q2	$23K	Buy	476 +4	+0.8%	+$196	0.02%	350
2019 Q1	$23K	Hold	472	–	–	0.02%	397
2018 Q4	$19K	Hold	472	–	–	0.03%	411
2018 Q3	$23K	Buy	472 +4	+0.9%	+$189	0.02%	413
2018 Q2	$20K	Buy	+468	New	+$20.7K	0.02%	425