Principle Wealth Partners’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	$2.09M	Hold	11,548	–	–	0.12%	124
2025 Q4	$2.31M	Sell	11,548 -40	-0.3%	-$8K	0.13%	120
2025 Q3	$2.27M	Hold	11,588	–	–	0.13%	116
2025 Q2	$2.01M	Sell	11,588 -274	-2%	-$41.5K	0.13%	121
2025 Q1	$1.67M	Hold	11,862	–	–	0.12%	127
2024 Q4	$1.89M	Sell	11,862 -730	-6%	-$116K	0.13%	122
2024 Q3	$1.91M	Hold	12,592	–	–	0.14%	124
2024 Q2	$1.9M	Hold	12,592	–	–	0.14%	124
2024 Q1	$1.7M	Hold	12,592	–	–	0.13%	130
2023 Q4	$1.55M	Hold	12,592	–	–	0.13%	131
2023 Q3	$1.32M	Hold	12,592	–	–	0.13%	131
2023 Q2	$1.37M	Hold	12,592	–	–	0.14%	122
2023 Q1	$1.17M	Hold	12,592	–	–	0.12%	127
2022 Q4	$938K	Hold	12,592	–	–	0.11%	138
2022 Q3	$924	Hold	12,592	–	–	0.09%	125
2022 Q2	$1.01M	Hold	12,592	–	–	0.12%	133
2022 Q1	$1.3M	Sell	12,592 -40	-0.3%	-$4.08K	0.14%	119
2021 Q4	$1.45M	Hold	12,632	–	–	0.15%	111
2021 Q3	$1.28M	Hold	12,632	–	–	0.15%	115
2021 Q2	$1.26M	Sell	12,632 -216	-2%	-$20.1K	0.14%	116
2021 Q1	$1.13M	Sell	12,848 -468	-4%	-$41K	0.13%	118
2020 Q4	$1.13M	Buy	13,316 +1,060	+9%	+$84.7K	0.15%	113
2020 Q3	$922K	Hold	12,256	–	–	0.26%	54
2020 Q2	$827K	Hold	12,256	–	–	0.24%	58
2020 Q1	$626K	Hold	12,256	–	–	0.23%	65
2019 Q4	$713K	Hold	12,256	–	–	0.23%	77
2019 Q3	$626K	Hold	12,256	–	–	0.22%	82
2019 Q2	$606K	Buy	12,256 +6,400	+109%	+$313K	0.31%	60
2019 Q1	$279K	Hold	5,856	–	–	0.16%	102
2018 Q4	$234K	Buy	+5,856	New	+$254K	0.2%	99