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Confluence Wealth Services’s iShares US Technology ETF IYW Stock Holding History

Confluence Wealth Services’s Portfolio IYW Stock Details IYW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$492K Buy
2,841
+9
+0.3% +$1.56K 0.03% 247
2025
Q1 		$382K Buy
2,832
+630
+29% +$85.1K 0.02% 265
2024
Q4 		$366K Buy
+2,202
New +$366K 0.02% 255