Connecticut 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
2026 Q1	$3.34M	Buy	18,387 +155	+0.9%	+$30K	0.14%	75
2025 Q4	$3.64M	Hold	18,232	–	–	0.16%	68
2025 Q3	$3.57M	Hold	18,232	–	–	0.16%	67
2025 Q2	$3.16M	Hold	18,232	–	–	0.15%	68
2025 Q1	$2.56M	Sell	18,232 -556	-3%	-$86.6K	0.13%	76
2024 Q4	$3M	Hold	18,788	–	–	0.15%	57
2024 Q3	$2.85M	Sell	18,788 -3,340	-15%	-$491K	0.14%	80
2024 Q2	$3.33M	Hold	22,128	–	–	0.17%	70
2024 Q1	$2.99M	Hold	22,128	–	–	0.16%	73
2023 Q4	$2.72M	Sell	22,128 -376	-2%	-$42.6K	0.16%	76
2023 Q3	$2.36M	Buy	22,504 +376	+2%	+$40.9K	0.16%	76
2023 Q2	$2.41M	Sell	22,128 -37	-0.2%	-$3.63K	0.17%	62
2023 Q1	$2.06M	Buy	+22,165	New	+$1.86M	0.16%	65