BlackDiamond Wealth Management’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
$260K Hold
1,517
0.15% 130
2025
Q1
$225K Sell
1,517
-711
-32% -$105K 0.15% 136
2024
Q4
$355K Hold
2,228
0.21% 102
2024
Q3
$358K Sell
2,228
-5
-0.2% -$804 0.22% 106
2024
Q2
$308K Buy
+2,233
New +$308K 0.2% 105