Accel Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$266K Buy
+1,533
New +$266K 0.09% 207
2022
Q2
Sell
-580
Closed -$60K 1045
2022
Q1
$60K Hold
580
0.03% 336
2021
Q4
$67K Hold
580
0.03% 327
2021
Q3
$59K Hold
580
0.04% 298
2021
Q2
$58K Hold
580
0.04% 316
2021
Q1
$51K Hold
580
0.04% 309
2020
Q4
$49K Buy
+580
New +$49K 0.05% 300