Evergreen 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
$8.95K Buy
52
+7
+16% +$1.21K ﹤0.01% 158
2025
Q1
$6.37K Hold
45
﹤0.01% 157
2024
Q4
$7.24K Hold
45
﹤0.01% 164
2024
Q3
$6.88K Hold
45
﹤0.01% 165
2024
Q2
$6.83K Hold
45
﹤0.01% 171
2024
Q1
$6.13K Buy
45
+8
+22% +$1.09K ﹤0.01% 176
2023
Q4
$4.59K Buy
+37
New +$4.59K ﹤0.01% 187