BFG
Beacon Financial Group’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.7M | Sell |
44,436
-1,339
| -3% | -$232K | 0.8% | 30 |
|
|
2025
Q1 | $6.43M | Buy |
45,775
+3,008
| +7% | +$422K | 0.7% | 34 |
|
|
2024
Q4 | $6.82M | Buy |
42,767
+1,136
| +3% | +$181K | 0.73% | 34 |
|
|
2024
Q3 | $6.31M | Buy |
41,631
+5,733
| +16% | +$869K | 0.68% | 37 |
|
|
2024
Q2 | $5.4M | Buy |
35,898
+8,367
| +30% | +$1.26M | 0.62% | 43 |
|
|
2024
Q1 | $3.72M | Buy |
27,531
+7,866
| +40% | +$1.06M | 0.43% | 62 |
|
|
2023
Q4 | $2.41M | Buy |
+19,665
| New | +$2.41M | 0.29% | 90 |
|