Family 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	$700K	Hold	3,860	–	–	0.08%	128
2025 Q4	$771K	Hold	3,860	–	–	0.1%	109
2025 Q3	$756K	Hold	3,860	–	–	0.1%	103
2025 Q2	$669K	Hold	3,860	–	–	0.1%	109
2025 Q1	$542K	Hold	3,860	–	–	0.09%	113
2024 Q4	$616K	Hold	3,860	–	–	0.1%	104
2024 Q3	$585K	Hold	3,860	–	–	0.1%	107
2024 Q2	$581K	Hold	3,860	–	–	0.1%	93
2024 Q1	$521K	Hold	3,860	–	–	0.1%	99
2023 Q4	$474K	Hold	3,860	–	–	0.1%	91
2023 Q3	$405K	Hold	3,860	–	–	0.09%	86
2023 Q2	$420K	Hold	3,860	–	–	0.09%	86
2023 Q1	$358K	Buy	3,860 +400	+12%	+$33.6K	0.08%	86
2022 Q4	$258K	Hold	3,460	–	–	0.06%	121
2022 Q3	$254K	Hold	3,460	–	–	0.07%	116
2022 Q2	$277K	Hold	3,460	–	–	0.08%	119
2022 Q1	$357K	Buy	3,460 +920	+36%	+$93.9K	0.1%	114
2021 Q4	$292K	Hold	2,540	–	–	0.08%	137
2021 Q3	$257K	Hold	2,540	–	–	0.07%	140
2021 Q2	$252K	Hold	2,540	–	–	0.07%	151
2021 Q1	$223K	Hold	2,540	–	–	0.07%	137
2020 Q4	$216K	Hold	2,540	–	–	0.07%	144
2020 Q3	$191K	Hold	2,540	–	–	0.08%	111
2020 Q2	$171K	Hold	2,540	–	–	0.07%	138
2020 Q1	$130K	Hold	2,540	–	–	0.06%	137
2019 Q4	$148K	Hold	2,540	–	–	0.05%	157
2019 Q3	$130K	Hold	2,540	–	–	0.05%	143
2019 Q2	$126K	Buy	+2,540	New	+$124K	0.05%	140