Outlook 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	$2.07M	Sell	11,399 -88	-0.8%	-$17K	0.5%	43
2025 Q4	$2.29M	Sell	11,487 -507	-4%	-$101K	0.52%	40
2025 Q3	$2.35M	Buy	11,994 +175	+1%	+$32K	0.59%	37
2025 Q2	$2.05M	Sell	11,819 -617	-5%	-$93.5K	0.53%	36
2025 Q1	$1.75M	Buy	12,436 +2,503	+25%	+$390K	0.49%	41
2024 Q4	$1.58M	Sell	9,933 -434	-4%	-$68.7K	0.46%	42
2024 Q3	$1.57M	Buy	10,367 +512	+5%	+$75.3K	0.45%	43
2024 Q2	$2.37M	Buy	9,855 +2,026	+26%	+$280K	0.74%	27
2024 Q1	$1.06M	Buy	7,829 +1,539	+24%	+$200K	0.33%	63
2023 Q4	$772K	Sell	6,290 -522	-8%	-$59.1K	0.27%	75
2023 Q3	$715K	Buy	6,812 +139	+2%	+$15.1K	0.27%	89
2023 Q2	$726K	Buy	+6,673	New	+$655K	0.27%	92
2023 Q1	–	Sell	-3,820	Closed	-$285K	–	188
2022 Q4	$285K	Sell	3,820 -3,623	-49%	-$277K	0.14%	135
2022 Q3	$546K	Sell	7,443 -7,319	-50%	-$621K	0.24%	101
2022 Q2	$1.18M	Buy	14,762 +379	+3%	+$33.5K	0.48%	54
2022 Q1	$1.48M	Buy	14,383 +61	+0.4%	+$6.23K	0.5%	43
2021 Q4	$1.64M	Buy	14,322 +9,096	+174%	+$1.01M	0.48%	45
2021 Q3	$529K	Buy	5,226 +658	+14%	+$68.7K	0.17%	140
2021 Q2	$454K	Buy	+4,568	New	+$426K	0.15%	155