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

Apex Wealth Management’s Portfolio IYW Stock Details IYW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,170
Closed -$305K – 59
2025
Q1 		$305K Sell
2,170
-3,148
-59% -$442K 0.27% 42
2024
Q4 		$848K Buy
+5,318
New +$848K 0.73% 32