Great Valley Advisor Group’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	$710K	Buy	3,912 +172	+5%	+$33.2K	0.01%	583
2025 Q4	$747K	Sell	3,740 -784	-17%	-$157K	0.01%	537
2025 Q3	$887K	Sell	4,524 -1,451	-24%	-$265K	0.02%	495
2025 Q2	$1.04M	Buy	5,975 +1,297	+28%	+$197K	0.02%	454
2025 Q1	$657K	Buy	4,678 +843	+22%	+$131K	0.01%	527
2024 Q4	$612K	Sell	3,835 -128	-3%	-$20.3K	0.01%	540
2024 Q3	$600K	Buy	3,963 +73	+2%	+$10.7K	0.01%	519
2024 Q2	$586K	Sell	3,890 -266	-6%	-$36.8K	0.02%	500
2024 Q1	$561K	Buy	4,156 +98	+2%	+$12.8K	0.02%	469
2023 Q4	$499K	Sell	4,058 -1,279	-24%	-$145K	0.02%	461
2023 Q3	$560K	Sell	5,337 -6	-0.1%	-$652	0.02%	411
2023 Q2	$582K	Sell	5,343 -204	-4%	-$20K	0.02%	412
2023 Q1	$515K	Sell	5,547 -35,159	-86%	-$2.95M	0.02%	431
2022 Q4	$3.03M	Sell	40,706 -7,924	-16%	-$606K	0.15%	158
2022 Q3	$3.57M	Hold	48,630	–	–	0.2%	128
2022 Q2	$3.89M	Buy	48,630 +1,037	+2%	+$91.8K	0.21%	123
2022 Q1	$5.42M	Hold	47,593	–	–	0.32%	86
2021 Q4	$4.87M	Hold	47,593	–	–	0.3%	88
2021 Q3	$4.82M	Buy	47,593 +820	+2%	+$85.6K	0.33%	75
2021 Q2	$4.14M	Buy	46,773 +1,940	+4%	+$181K	0.31%	83
2021 Q1	$3.93M	Sell	44,833 -4,452	-9%	-$390K	0.38%	53
2020 Q4	$4.19M	Sell	49,285 -895	-2%	-$71.5K	0.43%	51
2020 Q3	$3.78M	Buy	50,180 +68	+0.1%	+$4.97K	0.46%	52
2020 Q2	$3.38M	Sell	50,112 -7,300	-13%	-$441K	0.55%	48
2020 Q1	$2.93M	Buy	57,412 +2,140	+4%	+$124K	0.78%	32
2019 Q4	$3.21M	Sell	55,272 -9,000	-14%	-$490K	0.72%	33
2019 Q3	$3.28M	Sell	64,272 -5,944	-8%	-$302K	0.79%	28
2019 Q2	$3.47M	Buy	+70,216	New	+$3.43M	0.87%	21