Comprehensive Financial Planning’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
$630K Buy
3,635
+2
+0.1% +$347 0.5% 52
2025
Q1
$510K Sell
3,633
-1,911
-34% -$268K 0.5% 50
2024
Q4
$884K Buy
+5,544
New +$884K 0.75% 30