Truepoint Inc’s iShares US Technology ETF IYW Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,620	Closed	-$377K	–	76
2019 Q4	$377K	Hold	1,620	–	–	0.03%	82
2019 Q3	$331K	Hold	1,620	–	–	0.03%	84
2019 Q2	$321K	Hold	1,620	–	–	0.03%	96
2019 Q1	$309K	Sell	1,620 -3,000	-65%	-$572K	0.03%	87
2018 Q4	$739K	Buy	4,620 +2,620	+131%	+$419K	0.07%	43
2018 Q3	$388K	Hold	2,000	–	–	0.03%	74
2018 Q2	$357K	Buy	2,000 +1,664	+495%	+$297K	0.03%	73
2018 Q1	$2K	Buy	+336	New	+$2K	0.02%	92