Patton Albertson Miller Group’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	$19.3M	Sell	106,508 -4,702	-4%	-$909K	2.29%	7
2025 Q4	$22.2M	Sell	111,210 -4,588	-4%	-$918K	2.61%	5
2025 Q3	$22.7M	Buy	115,798 +1,841	+2%	+$337K	2.74%	6
2025 Q2	$19.7M	Buy	113,957 +11,256	+11%	+$1.71M	2.6%	6
2025 Q1	$14.4M	Buy	102,701 +23,028	+29%	+$3.59M	2.14%	5
2024 Q4	$12.7M	Buy	79,673 +16,666	+26%	+$2.64M	1.7%	8
2024 Q3	$9.55M	Buy	63,007 +9,886	+19%	+$1.45M	1.3%	16
2024 Q2	$7.99M	Buy	53,121 +12,479	+31%	+$1.72M	1.14%	22
2024 Q1	$5.49M	Buy	40,642 +26,787	+193%	+$3.49M	0.82%	53
2023 Q4	$1.7M	Buy	13,855 +542	+4%	+$61.4K	0.28%	88
2023 Q3	$1.4M	Buy	13,313 +1,497	+13%	+$163K	0.27%	98
2023 Q2	$1.29M	Buy	11,816 +9,111	+337%	+$895K	0.25%	100
2023 Q1	$251K	Buy	+2,705	New	+$227K	0.05%	193