Revolve 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	–	Sell	-1,818	Closed	-$363K	–	238
2025 Q4	$363K	Hold	1,818	–	–	0.04%	163
2025 Q3	$356K	Sell	1,818 -12	-0.7%	-$2.19K	0.04%	165
2025 Q2	$317K	Hold	1,830	–	–	0.04%	164
2025 Q1	$257K	Sell	1,830 -142	-7%	-$22.1K	0.04%	178
2024 Q4	$315K	Hold	1,972	–	–	0.05%	161
2024 Q3	$299K	Hold	1,972	–	–	0.05%	152
2024 Q2	$297K	Hold	1,972	–	–	0.05%	135
2024 Q1	$266K	Hold	1,972	–	–	0.05%	146
2023 Q4	$242K	Hold	1,972	–	–	0.05%	139
2023 Q3	$207K	Hold	1,972	–	–	0.05%	141
2023 Q2	$215K	Buy	+1,972	New	+$194K	0.05%	135
2022 Q2	–	Sell	-1,972	Closed	-$203K	–	149
2022 Q1	$203K	Sell	1,972 -411	-17%	-$42K	0.06%	142
2021 Q4	$274K	Buy	+2,383	New	+$265K	0.08%	114