Secure Asset Management’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	-19,129	Closed	-$3.82M	–	354
2025 Q4	$3.82M	Sell	19,129 -2,578	-12%	-$516K	0.6%	40
2025 Q3	$4.28M	Sell	21,707 -299	-1%	-$54.7K	0.71%	31
2025 Q2	$3.81M	Sell	22,006 -1,686	-7%	-$256K	0.71%	30
2025 Q1	$3.33M	Buy	23,692 +791	+3%	+$123K	0.67%	34
2024 Q4	$3.65M	Sell	22,901 -1,207	-5%	-$191K	0.55%	36
2024 Q3	$3.66M	Sell	24,108 -363	-1%	-$53.4K	0.62%	30
2024 Q2	$3.68M	Buy	24,471 +18,825	+333%	+$2.6M	0.7%	27
2024 Q1	$763K	Buy	5,646 +3,603	+176%	+$469K	0.18%	112
2023 Q4	$251K	Buy	2,043 +40	+2%	+$4.53K	0.07%	193
2023 Q3	$210K	Buy	2,003 +79	+4%	+$8.59K	0.06%	202
2023 Q2	$209K	Buy	+1,924	New	+$189K	0.06%	182
2022 Q1	–	Sell	-1,907	Closed	-$219K	–	219
2021 Q4	$219K	Buy	+1,907	New	+$212K	0.09%	187