Old North State 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	$853K	Buy	4,695 +933	+25%	+$180K	0.39%	58
2025 Q4	$753K	Buy	3,762 +256	+7%	+$51.2K	0.35%	58
2025 Q3	$688K	Buy	3,506 +213	+6%	+$39K	0.32%	63
2025 Q2	$572K	Sell	3,293 -62	-2%	-$9.4K	0.3%	64
2025 Q1	$472K	Sell	3,355 -29	-0.9%	-$4.52K	0.26%	67
2024 Q4	$541K	Sell	3,384 -2	-0.1%	-$316	0.3%	58
2024 Q3	$514K	Buy	3,386 +109	+3%	+$16K	0.29%	54
2024 Q2	$494K	Sell	3,277 -192	-6%	-$26.5K	0.33%	51
2024 Q1	$469K	Buy	3,469 +840	+32%	+$109K	0.31%	53
2023 Q4	$323K	Buy	2,629 +6	+0.2%	+$680	0.24%	60
2023 Q3	$275K	Buy	2,623 +100	+4%	+$10.9K	0.24%	59
2023 Q2	$275K	Buy	2,523 +131	+5%	+$12.9K	0.24%	61
2023 Q1	$222K	Buy	+2,392	New	+$201K	0.21%	64