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Ehrlich Financial Group’s iShares US Technology ETF IYW Stock Holding History

Ehrlich Financial Group’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,337
Closed -$586K – 107
2024
Q1 		$586K Buy
4,337
+2,265
+109% +$306K 0.49% 47
2023
Q4 		$254K Buy
+2,072
New +$254K 0.26% 81