Icon Wealth Advisors’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	$3.44M	Sell	15,908 -16,679	-51%	-$3.22M	0.22%	72
2025 Q4	$6.51M	Buy	32,587 +419	+1%	+$83.8K	0.43%	45
2025 Q3	$6.3M	Sell	32,168 -73,416	-70%	-$13.4M	0.43%	47
2025 Q2	$18.3M	Sell	105,584 -3,059	-3%	-$464K	1.3%	18
2025 Q1	$15.3M	Buy	108,643 +11,901	+12%	+$1.85M	1.26%	17
2024 Q4	$15.4M	Sell	96,742 -4,454	-4%	-$705K	1.27%	20
2024 Q3	$15.3M	Sell	101,196 -5,122	-5%	-$753K	1.28%	19
2024 Q2	$15.6M	Sell	106,318 -5,628	-5%	-$778K	1.38%	15
2024 Q1	$15.1M	Buy	111,946 +9,874	+10%	+$1.29M	1.4%	15
2023 Q4	$12.5M	Buy	+102,072	New	+$11.6M	1.3%	15
2022 Q4	$5.46M	Buy	+73,295	New	+$5.61M	0.63%	37