Univest Financial’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	$900K	Sell	5,197 -53	-1%	-$9.18K	0.05%	154
2025 Q1	$737K	Buy	5,250 +4	+0.1%	+$562	0.05%	174
2024 Q4	$837K	Sell	5,246 -495	-9%	-$79K	0.05%	164
2024 Q3	$870K	Buy	+5,741	New	+$870K	0.06%	159