WMG 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	$209K	Buy	+1,208	New	+$209K	0.08%	175
2022 Q2	–	Sell	-2,175	Closed	-$224K	–	164
2022 Q1	$224K	Sell	2,175 -244	-10%	-$25.1K	0.16%	151
2021 Q4	$276K	Buy	+2,419	New	+$276K	0.22%	125