Beaird Harris Wealth Management’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
$491K Sell
2025
Q2
$607K Buy
2025
Q1
$352K Sell
2024
Q4
$425K Sell
2024
Q3
$408K Sell
2024
Q2
$414K Buy
2024
Q1
$368K Hold
2023
Q4
$334K Sell
2023
Q3
$294K Hold
2023
Q2
$305K Hold
2023
Q1
$260K Hold
2022
Q4
$209K Hold
2022
Q3
$205K Hold
2022
Q2
$224K Hold
2022
Q1
$289K Hold
2021
Q4
$321K Buy