Concord Wealth Partners’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
2026 Q1	$953K	Hold	5,254	–	–	0.12%	130
2025 Q4	$1.05M	Sell	5,254 -103	-2%	-$20.6K	0.14%	130
2025 Q3	$1.05M	Sell	5,357 -74	-1%	-$13.5K	0.14%	129
2025 Q2	$941K	Hold	5,431	–	–	0.14%	133
2025 Q1	$763K	Hold	5,431	–	–	0.13%	132
2024 Q4	$866K	Sell	5,431 -485	-8%	-$76.7K	0.14%	111
2024 Q3	$897K	Hold	5,916	–	–	0.15%	100
2024 Q2	$890K	Sell	5,916 -20	-0.3%	-$2.76K	0.16%	105
2024 Q1	$802K	Buy	5,936 +123	+2%	+$16K	0.14%	109
2023 Q4	$714K	Hold	5,813	–	–	0.14%	109
2023 Q3	$610K	Hold	5,813	–	–	0.13%	111
2023 Q2	$633K	Hold	5,813	–	–	0.14%	96
2023 Q1	$540K	Hold	5,813	–	–	0.15%	83
2022 Q4	$433K	Sell	5,813 -301	-5%	-$23K	0.13%	99
2022 Q3	$449K	Sell	6,114 -8	-0.1%	-$678	0.14%	96
2022 Q2	$489K	Sell	6,122 -209	-3%	-$18.5K	0.13%	100
2022 Q1	$652K	Sell	6,331 -528	-8%	-$53.9K	0.17%	80
2021 Q4	$788K	Buy	6,859 +6,600	+2,548%	+$733K	0.19%	63
2021 Q3	$26K	Sell	259 -6,600	-96%	-$689K	0.01%	332
2021 Q2	$682K	Sell	6,859 -1,096	-14%	-$102K	0.2%	48
2021 Q1	$698K	Sell	7,955 -12,332	-61%	-$1.08M	0.24%	41
2020 Q4	$1.73M	Buy	+20,287	New	+$1.62M	1.33%	11