Horst & Graben 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	$3.92M	Sell	17,954 -489	-3%	-$94.5K	0.54%	36
2025 Q4	$3.68M	Sell	18,443 -281	-2%	-$56.2K	0.56%	35
2025 Q3	$3.67M	Sell	18,724 -62,013	-77%	-$11.3M	0.56%	36
2025 Q2	$14M	Sell	80,737 -3,886	-5%	-$589K	2.32%	14
2025 Q1	$11.9M	Buy	84,623 +536	+0.6%	+$83.5K	2.13%	13
2024 Q4	$13.4M	Sell	84,087 -5,907	-7%	-$935K	2.39%	14
2024 Q3	$13.6M	Sell	89,994 -2,238	-2%	-$329K	2.45%	14
2024 Q2	$13.9M	Sell	92,232 -1,979	-2%	-$273K	2.65%	11
2024 Q1	$12.7M	Sell	94,211 -544	-0.6%	-$70.8K	2.59%	13
2023 Q4	$11.6M	Buy	94,755 +24,710	+35%	+$2.8M	2.56%	12
2023 Q3	$7.35M	Sell	70,045 -62,688	-47%	-$6.82M	1.81%	14
2023 Q2	$14.5M	Buy	132,733 +7,339	+6%	+$721K	3.45%	10
2023 Q1	$11.6M	Buy	125,394 +60,467	+93%	+$5.07M	2.89%	13
2022 Q4	$4.84M	Buy	+64,927	New	+$4.97M	1.27%	17
2022 Q2	–	Sell	-35,268	Closed	-$3.63M	–	138
2022 Q1	$3.63M	Sell	35,268 -7,022	-17%	-$717K	0.89%	24
2021 Q4	$4.86M	Sell	42,290 -7,871	-16%	-$874K	1.21%	22
2021 Q3	$5.08M	Buy	+50,161	New	+$5.23M	1.4%	20