Wells Financial Advisors’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	$224K	Buy	1,295 +270	+26%	+$46.8K	0.31%	38
2025 Q1	$144K	Hold	1,025	–	–	0.2%	41
2024 Q4	$164K	Buy	1,025 +893	+677%	+$142K	0.22%	45
2024 Q3	$20K	Sell	132 -4,576	-97%	-$694K	0.03%	67
2024 Q2	$709K	Buy	+4,708	New	+$709K	0.47%	33