Heritage Family Offices’s iShares US Technology ETF IYW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,434	Closed	-$229K	–	186
2024 Q4	$229K	Buy	1,434 +93	+7%	+$14.8K	0.11%	169
2024 Q3	$203K	Buy	+1,341	New	+$203K	0.11%	174