Beacon Financial Group’s iShares US Technology ETF IYW Stock Holding History

Beacon Financial Group’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2M	Sell
2025 Q2	$7.7M	Sell
2025 Q1	$6.43M	Buy
2024 Q4	$6.82M	Buy
2024 Q3	$6.31M	Buy
2024 Q2	$5.4M	Buy
2024 Q1	$3.72M	Buy
2023 Q4	$2.41M	Buy