Beacon Bridge Wealth Partners’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 | $5.42M | Sell |
31,279
-77
| -0.2% | -$13.3K | 2.15% | 16 |
|
|
2025
Q1 | $4.4M | Buy |
31,356
+2,730
| +10% | +$383K | 1.88% | 16 |
|
|
2024
Q4 | $4.57M | Buy |
28,626
+282
| +1% | +$45K | 1.94% | 16 |
|
|
2024
Q3 | $4.3M | Buy |
28,344
+5,659
| +25% | +$858K | 1.85% | 17 |
|
|
2024
Q2 | $3.41M | Buy |
22,685
+3,450
| +18% | +$519K | 1.57% | 19 |
|
|
2024
Q1 | $2.6M | Buy |
19,235
+3,223
| +20% | +$435K | 1.23% | 26 |
|
|
2023
Q4 | $1.97M | Buy |
16,012
+1,504
| +10% | +$185K | 0.98% | 28 |
|
|
2023
Q3 | $1.52M | Buy |
+14,508
| New | +$1.52M | 0.8% | 34 |
|