BCU Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$227K Sell
2025
Q2
$1.15M Buy
2025
Q1
$875K Buy
2024
Q4
$834K Sell
2024
Q3
$843K Buy
2024
Q2
$804K Buy
2024
Q1
$685K Buy
2023
Q4
$573K Buy