Legacy Private Trust’s iShares US Technology ETF IYW Stock Holding History

Legacy Private Trust’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.02M	Sell	11,158 -204	-2%	-$39.4K	0.13%	113
2025 Q4	$2.27M	Sell	11,362 -184	-2%	-$36.8K	0.13%	114
2025 Q3	$2.26M	Sell	11,546 -545	-5%	-$99.7K	0.14%	110
2025 Q2	$2.1M	Buy	12,091 +441	+4%	+$66.8K	0.14%	111
2025 Q1	$1.64M	Sell	11,650 -91	-0.8%	-$14.2K	0.11%	129
2024 Q4	$1.87M	Sell	11,741 -225	-2%	-$35.6K	0.12%	126
2024 Q3	$1.81M	Sell	11,966 -132	-1%	-$19.4K	0.12%	123
2024 Q2	$1.82M	Sell	12,098 -298	-2%	-$41.2K	0.13%	119
2024 Q1	$1.67M	Sell	12,396 -99	-0.8%	-$12.9K	0.12%	124
2023 Q4	$1.53M	Sell	12,495 -2,453	-16%	-$278K	0.12%	125
2023 Q3	$1.57M	Sell	14,948 -1,176	-7%	-$128K	0.14%	115
2023 Q2	$1.76M	Sell	16,124 -1,425	-8%	-$140K	0.15%	113
2023 Q1	$1.63M	Sell	17,549 -221	-1%	-$18.5K	0.14%	119
2022 Q4	$1.32M	Buy	17,770 +1,778	+11%	+$136K	0.12%	125
2022 Q3	$1.17M	Buy	15,992 +449	+3%	+$38.1K	0.11%	125
2022 Q2	$1.24M	Buy	15,543 +206	+1%	+$18.2K	0.11%	121
2022 Q1	$1.58M	Sell	15,337 -878	-5%	-$89.6K	0.12%	126
2021 Q4	$1.86M	Sell	16,215 -38	-0.2%	-$4.22K	0.14%	119
2021 Q3	$1.65M	Sell	16,253 -1,585	-9%	-$165K	0.13%	118
2021 Q2	$1.77M	Sell	17,838 -365	-2%	-$34K	0.15%	116
2021 Q1	$1.6M	Buy	18,203 +339	+2%	+$29.7K	0.14%	119
2020 Q4	$1.52M	Sell	17,864 -440	-2%	-$35.2K	0.14%	110
2020 Q3	$1.38M	Sell	18,304 -1,380	-7%	-$101K	0.14%	108
2020 Q2	$1.33M	Buy	19,684 +1,360	+7%	+$82.1K	0.15%	111
2020 Q1	$936K	Sell	18,324 -756	-4%	-$43.8K	0.12%	123
2019 Q4	$1.11M	Sell	19,080 -1,012	-5%	-$55K	0.12%	135
2019 Q3	$1.03M	Buy	20,092 +160	+0.8%	+$8.13K	0.11%	132
2019 Q2	$986K	Buy	19,932 +760	+4%	+$37.2K	0.11%	141
2019 Q1	$914K	Sell	19,172 -1,140	-6%	-$50.7K	0.11%	136
2018 Q4	$812K	Buy	20,312 +660	+3%	+$28.6K	0.1%	141
2018 Q3	$953K	Sell	19,652 -980	-5%	-$46.3K	0.11%	133
2018 Q2	$920K	Sell	20,632 -3,160	-13%	-$140K	0.11%	139
2018 Q1	$1M	Sell	23,792 -2,260	-9%	-$97.3K	0.12%	135
2017 Q4	$1.06M	Buy	26,052 +256	+1%	+$10.3K	0.12%	129
2017 Q3	$967K	Sell	25,796 -1,360	-5%	-$49.8K	0.12%	132
2017 Q2	$949K	Sell	27,156 -1,056	-4%	-$37K	0.12%	139
2017 Q1	$953K	Sell	28,212 -40,712	-59%	-$1.32M	0.12%	140
2016 Q4	$2.07M	Sell	68,924 -82,188	-54%	-$2.45M	0.28%	93
2016 Q3	$4.5M	Sell	151,112 -16,192	-10%	-$464K	0.61%	46
2016 Q2	$4.4M	Buy	167,304 +10,380	+7%	+$274K	0.64%	45
2016 Q1	$4.26M	Sell	156,924 -17,540	-10%	-$443K	0.64%	46
2015 Q4	$4.67M	Sell	174,464 -7,088	-4%	-$191K	0.71%	41
2015 Q3	$4.49M	Buy	181,552 +2,272	+1%	+$58.7K	0.71%	39
2015 Q2	$4.69M	Sell	179,280 -20,612	-10%	-$556K	0.71%	41
2015 Q1	$5.25M	Sell	199,892 -28,356	-12%	-$745K	0.77%	37
2014 Q4	$5.96M	Buy	228,248 +7,572	+3%	+$193K	0.87%	29
2014 Q3	$5.56M	Sell	220,676 -12,200	-5%	-$305K	0.85%	28
2014 Q2	$5.64M	Buy	232,876 +3,304	+1%	+$76.3K	0.87%	25
2014 Q1	$5.23M	Buy	229,572 +40,292	+21%	+$899K	0.91%	26
2013 Q4	$4.18M	Sell	189,280 -13,516	-7%	-$281K	0.76%	32
2013 Q3	$4M	Buy	202,796 +13,284	+7%	+$258K	0.84%	30
2013 Q2	$3.49M	Buy	+189,512	New	+$3.52M	0.82%	34