Clifford Swan Investment Counsel’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	$3.47M	Hold	20,000	–	–	0.12%	123
2025 Q1	$2.81M	Hold	20,000	–	–	0.1%	129
2024 Q4	$3.19M	Hold	20,000	–	–	0.11%	127
2024 Q3	$3.03M	Hold	20,000	–	–	0.11%	131
2024 Q2	$3.01M	Hold	20,000	–	–	0.11%	126
2024 Q1	$2.7M	Hold	20,000	–	–	0.1%	131
2023 Q4	$2.46M	Hold	20,000	–	–	0.1%	131
2023 Q3	$2.1M	Hold	20,000	–	–	0.09%	137
2023 Q2	$2.18M	Hold	20,000	–	–	0.09%	135
2023 Q1	$1.86M	Hold	20,000	–	–	0.08%	139
2022 Q4	$1.49M	Sell	20,000 -5	-0%	-$372	0.06%	148
2022 Q3	$1.47M	Hold	20,005	–	–	0.07%	149
2022 Q2	$1.6M	Sell	20,005 -87	-0.4%	-$6.95K	0.07%	146
2022 Q1	$2.07M	Hold	20,092	–	–	0.08%	142
2021 Q4	$2.31M	Buy	20,092 +92	+0.5%	+$10.6K	0.08%	142
2021 Q3	$2.2M	Hold	20,000	–	–	0.08%	144
2021 Q2	$2.09M	Hold	20,000	–	–	0.08%	139
2021 Q1	$1.75M	Hold	20,000	–	–	0.07%	143
2020 Q4	$1.7M	Hold	20,000	–	–	0.07%	142
2020 Q3	$1.51M	Hold	20,000	–	–	0.07%	144
2020 Q2	$1.35M	Hold	20,000	–	–	0.07%	151
2020 Q1	$1.02M	Hold	20,000	–	–	0.06%	155
2019 Q4	$1.16M	Sell	20,000 -200	-1%	-$11.6K	0.06%	162
2019 Q3	$1.03M	Buy	20,200 +200	+1%	+$10.2K	0.05%	161
2019 Q2	$989K	Hold	20,000	–	–	0.05%	162
2019 Q1	$953K	Hold	20,000	–	–	0.05%	163
2018 Q4	$800K	Hold	20,000	–	–	0.05%	163
2018 Q3	$970K	Hold	20,000	–	–	0.05%	158
2018 Q2	$891K	Hold	20,000	–	–	0.05%	160
2018 Q1	$841K	Hold	20,000	–	–	0.05%	165
2017 Q4	$814K	Buy	+20,000	New	+$814K	0.04%	172