Endeavor Private Wealth’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
$2.37M Sell
13,701
-981
-7% -$170K 1.12% 24
2025
Q1
$2.06M Buy
14,682
+4,891
+50% +$687K 1.12% 26
2024
Q4
$1.56M Buy
+9,791
New +$1.56M 1.48% 22