Cyndeo Wealth Partners’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 | $1.83M | Sell |
10,540
-1,879
| -15% | -$326K | 0.11% | 172 |
|
|
2025
Q1 | $1.74M | Sell |
12,419
-92
| -0.7% | -$12.9K | 0.11% | 175 |
|
|
2024
Q4 | $2M | Sell |
12,511
-209
| -2% | -$33.3K | 0.13% | 161 |
|
|
2024
Q3 | $1.93M | Sell |
12,720
-159
| -1% | -$24.1K | 0.13% | 169 |
|
|
2024
Q2 | $1.94M | Buy |
12,879
+3,119
| +32% | +$469K | 0.15% | 162 |
|
|
2024
Q1 | $1.32M | Buy |
9,760
+3,144
| +48% | +$425K | 0.11% | 183 |
|
|
2023
Q4 | $812K | Buy |
+6,616
| New | +$812K | 0.08% | 202 |
|