Westbourne Investments’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	$2.01M	Sell	11,620 -390	-3%	-$67.6K	1.07%	28
2025 Q1	$1.69M	Sell	12,010 -250	-2%	-$35.1K	1.02%	29
2024 Q4	$1.96M	Buy	+12,260	New	+$1.96M	1.15%	24