Waverly Advisors’s iShares US Technology ETF IYW Stock Holding History

Waverly Advisors’s Portfolio IYW Stock Details IYW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.03M	Sell
2025 Q2	$2.78M	Sell
2025 Q1	$2.28M	Buy
2024 Q4	$2.19M	Sell
2024 Q3	$2.64M	Sell
2024 Q2	$4.85M	Buy
2024 Q1	$382K	Buy
2023 Q1	–	Sell
2022 Q4	$574K	Buy
2015 Q4	–	Sell
2015 Q3	$56K	Buy