Elios Financial Group’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
$647K Sell
3,736
-661
-15% -$115K 0.29% 70
2025
Q1
$618K Buy
4,397
+20
+0.5% +$2.81K 0.3% 61
2024
Q4
$698K Sell
4,377
-5
-0.1% -$798 0.33% 58
2024
Q3
$664K Buy
+4,382
New +$664K 0.31% 62