Arcadia Wealth Management (New Hampshire)’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
2023
Q2
Sell
-5,108
Closed -$474K 60
2023
Q1
$474K Buy
5,108
+1,286
+34% +$119K 0.39% 38
2022
Q4
$285K Buy
+3,822
New +$285K 0.25% 47