Beacon Investment Advisory Services’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
Sell
-1,498
Closed -$210K 256
2025
Q1
$210K Buy
1,498
+100
+7% +$14K 0.01% 225
2024
Q4
$223K Hold
1,398
0.01% 235
2024
Q3
$212K Hold
1,398
0.01% 241
2024
Q2
$210K Buy
+1,398
New +$210K 0.01% 249