Evelyn Partners Asset Management’s iShares US Technology ETF IYW Stock Holding History

Evelyn Partners Asset Management’s Portfolio IYW Stock Details IYW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$263K	Hold
2025 Q4	$289K	Hold
2025 Q3	$284K	Hold
2025 Q2	$251K	Hold
2025 Q1	$203K	Hold
2024 Q4	$231K	Buy