Centerline Wealth Advisors’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
$8.45M Buy
48,764
+12,180
+33% +$2.11M 4.15% 12
2025
Q1
$5.14M Buy
36,584
+17
+0% +$2.39K 3.06% 14
2024
Q4
$5.84M Buy
+36,567
New +$5.84M 3.42% 12