Triad Wealth Partners’s iShares US Technology ETF IYW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.26M	Buy	36,141 +4,117	+13%	+$713K	1.26%	21
2025 Q1	$4.5M	Buy	32,024 +5,206	+19%	+$731K	1.4%	17
2024 Q4	$4.28M	Buy	26,818 +14,158	+112%	+$2.26M	1.54%	15
2024 Q3	$1.92M	Buy	12,660 +12,554	+11,843%	+$1.9M	1.02%	31
2024 Q2	$16K	Buy	+106	New	+$16K	0.01%	390