Tiedemann 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
2023 Q3	$491K	Hold	4,680	–	–	0.02%	169
2023 Q2	$510K	Hold	4,680	–	–	0.02%	157
2023 Q1	$434K	Sell	4,680 -4,844	-51%	-$407K	0.02%	164
2022 Q4	$709K	Hold	9,524	–	–	0.03%	139
2022 Q3	$698K	Hold	9,524	–	–	0.04%	132
2022 Q2	$761K	Buy	9,524 +4,844	+104%	+$429K	0.06%	131
2022 Q1	$482K	Hold	4,680	–	–	0.02%	191
2021 Q4	$537K	Hold	4,680	–	–	0.03%	185
2021 Q3	$474K	Hold	4,680	–	–	0.03%	196
2021 Q2	$465K	Hold	4,680	–	–	0.02%	239
2021 Q1	$410K	Hold	4,680	–	–	0.02%	232
2020 Q4	$398K	Sell	4,680 -4,820	-51%	-$385K	0.02%	230
2020 Q3	$715K	Hold	9,500	–	–	0.03%	202
2020 Q2	$641K	Hold	9,500	–	–	0.03%	198
2020 Q1	$485K	Hold	9,500	–	–	0.03%	207
2019 Q4	$552K	Hold	9,500	–	–	0.03%	204
2019 Q3	$485K	Hold	9,500	–	–	0.02%	219
2019 Q2	$471K	Hold	9,500	–	–	0.02%	203
2019 Q1	$453K	Hold	9,500	–	–	0.02%	314
2018 Q4	$379K	Hold	9,500	–	–	0.02%	326
2018 Q3	$461K	Hold	9,500	–	–	0.03%	237
2018 Q2	$424K	Sell	9,500 -3,320	-26%	-$147K	0.03%	234
2018 Q1	$539K	Hold	12,820	–	–	0.04%	194
2017 Q4	$522K	Buy	12,820 +4,820	+60%	+$193K	0.04%	154
2017 Q3	$300K	Hold	8,000	–	–	0.03%	283
2017 Q2	$279K	Buy	+8,000	New	+$280K	0.02%	375