Paces Ferry 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	$525K	Buy	2,892 +1	+0%	+$193	0.22%	57
2025 Q4	$577K	Hold	2,891	–	–	0.23%	59
2025 Q3	$566K	Hold	2,891	–	–	0.24%	58
2025 Q2	$501K	Buy	2,891 +1	+0%	+$152	0.23%	60
2025 Q1	$406K	Hold	2,890	–	–	0.2%	70
2024 Q4	$461K	Hold	2,890	–	–	0.22%	64
2024 Q3	$438K	Buy	2,890 +1	+0%	+$147	0.25%	66
2024 Q2	$435K	Hold	2,889	–	–	0.26%	64
2024 Q1	$390K	Buy	2,889 +2	+0.1%	+$260	0.25%	70
2023 Q4	$354K	Buy	2,887 +4	+0.1%	+$453	0.25%	76
2023 Q3	$302K	Hold	2,883	–	–	0.24%	78
2023 Q2	$314K	Buy	2,883 +2	+0.1%	+$196	0.24%	80
2023 Q1	$267K	Buy	2,881 +3	+0.1%	+$252	0.22%	91
2022 Q4	$214K	Buy	2,878 +10	+0.3%	+$765	0.21%	102
2022 Q3	$210K	Hold	2,868	–	–	0.23%	89
2022 Q2	$229K	Buy	2,868 +2	+0.1%	+$177	0.23%	92
2022 Q1	$295K	Buy	2,866 +1	+0%	+$102	0.23%	85
2021 Q4	$329K	Buy	2,865 +5	+0.2%	+$555	0.24%	85
2021 Q3	$290K	Hold	2,860	–	–	0.23%	89
2021 Q2	$284K	Buy	2,860 +6	+0.2%	+$560	0.22%	92
2021 Q1	$250K	Hold	2,854	–	–	0.22%	99
2020 Q4	$243K	Sell	2,854 -2	-0.1%	-$160	0.22%	94
2020 Q3	$215K	Buy	+2,856	New	+$209K	0.19%	95