Cyndeo Wealth Partners’s iShares US Technology ETF IYW Stock Holding History

Cyndeo Wealth Partners’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.06M	Sell
2025 Q2	$1.83M	Sell
2025 Q1	$1.74M	Sell
2024 Q4	$2M	Sell
2024 Q3	$1.93M	Sell
2024 Q2	$1.94M	Buy
2024 Q1	$1.32M	Buy
2023 Q4	$812K	Buy