Beverly Hills Private Wealth’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 | $270K | Sell |
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|
2025
Q2 | $298K | Sell |
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|
2025
Q1 | $274K | Sell |
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|
2024
Q4 | $322K | Sell |
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|
2024
Q3 | $335K | Sell |
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|
2024
Q2 | $408K | Sell |
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|
2024
Q1 | $376K | Sell |
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|
2023
Q4 | $366K | Sell |
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|
2023
Q3 | $330K | Sell |
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|
2023
Q2 | $610K | Buy |
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|
2023
Q1 | $438K | Buy |
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