Barnes Wealth Management Group’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
$1.71M Sell
9,885
-1,196
-11% -$207K 1.01% 30
2025
Q1
$1.56M Buy
11,081
+391
+4% +$54.9K 1% 26
2024
Q4
$1.71M Buy
+10,690
New +$1.71M 1.14% 26