KFG Wealth Management’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
2024 Q1	–	Sell	-30,749	Closed	-$3.77M	–	160
2023 Q4	$3.77M	Sell	30,749 -9,215	-23%	-$1.13M	1.72%	17
2023 Q3	$4.19M	Sell	39,964 -5,742	-13%	-$602K	2.28%	13
2023 Q2	$4.98M	Buy	+45,706	New	+$4.98M	2.91%	8