Cresset Asset 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	$4.46M	Buy	24,605 +2,184	+10%	+$422K	0.02%	393
2025 Q4	$4.48M	Buy	22,421 +1,280	+6%	+$256K	0.02%	386
2025 Q3	$4.14M	Buy	21,141 +540	+3%	+$98.8K	0.02%	385
2025 Q2	$3.57M	Buy	20,601 +909	+5%	+$138K	0.02%	387
2025 Q1	$2.77M	Buy	19,692 +993	+5%	+$155K	0.01%	450
2024 Q4	$2.98M	Sell	18,699 -4,753	-20%	-$752K	0.01%	448
2024 Q3	$3.56M	Buy	23,452 +3,994	+21%	+$587K	0.01%	558
2024 Q2	$2.93M	Buy	19,458 +207	+1%	+$28.6K	0.01%	571
2024 Q1	$2.6M	Buy	19,251 +511	+3%	+$66.5K	0.01%	533
2023 Q4	$2.3M	Buy	18,740 +2,987	+19%	+$338K	0.01%	528
2023 Q3	$1.65M	Buy	15,753 +827	+6%	+$89.9K	0.01%	621
2023 Q2	$1.63M	Buy	14,926 +7,119	+91%	+$699K	﹤0.01%	714
2023 Q1	$725K	Buy	7,807 +1,079	+16%	+$90.6K	0.01%	403
2022 Q4	$501K	Hold	6,728	–	–	0.01%	424
2022 Q3	$494K	Hold	6,728	–	–	0.01%	517
2022 Q2	$538K	Buy	+6,728	New	+$595K	0.01%	541
2021 Q4	–	Sell	-7,891	Closed	-$799K	–	1206
2021 Q3	$799K	Buy	7,891 +102	+1%	+$10.6K	0.01%	466
2021 Q2	$774K	Buy	7,789 +15	+0.2%	+$1.4K	0.01%	424
2021 Q1	$682K	Buy	+7,774	New	+$681K	0.01%	387