Congress Wealth Management’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 Q2	$54.8M	Sell	316,228 -2,307	-0.7%	-$350K	0.53%	34
2025 Q1	$44.7M	Sell	318,535 -12,386	-4%	-$1.93M	0.54%	36
2024 Q4	$52.8M	Buy	330,921 +5,651	+2%	+$894K	0.73%	24
2024 Q3	$49.3M	Sell	325,270 -5,439	-2%	-$800K	0.66%	24
2024 Q2	$49.8M	Sell	330,709 -5,758	-2%	-$796K	0.79%	21
2024 Q1	$45.4M	Sell	336,467 -14,592	-4%	-$1.9M	0.78%	24
2023 Q4	$43.1M	Buy	351,059 +4,105	+1%	+$465K	0.79%	25
2023 Q3	$36.4M	Sell	346,954 -584	-0.2%	-$63.5K	0.75%	28
2023 Q2	$37.8M	Sell	347,538 -12,687	-4%	-$1.25M	0.88%	22
2023 Q1	$33.4M	Sell	360,225 -9,918	-3%	-$832K	0.81%	26
2022 Q4	$27.6M	Sell	370,143 -3,345	-0.9%	-$256K	0.71%	26
2022 Q3	$27.4M	Sell	373,488 -3,653	-1%	-$310K	0.74%	24
2022 Q2	$30.2M	Sell	377,141 -651	-0.2%	-$57.6K	0.77%	23
2022 Q1	$38.9M	Sell	377,792 -38,934	-9%	-$3.98M	0.85%	24
2021 Q4	$47.8M	Buy	+416,726	New	+$46.3M	0.96%	21