Waldron Private Wealth’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
2021 Q1	–	Sell	-3,418	Closed	-$290K	–	310
2020 Q4	$290K	Buy	3,418 +2	+0.1%	+$170	0.02%	234
2020 Q3	$257K	Buy	3,416 +4	+0.1%	+$301	0.02%	226
2020 Q2	$230K	Buy	+3,412	New	+$230K	0.02%	224