Everhart 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 | $309K | Buy |
1,785
+14
| +0.8% | +$2.43K | 0.04% | 284 |
|
|
2025
Q1 | $249K | Buy |
1,771
+26
| +1% | +$3.65K | 0.03% | 294 |
|
|
2024
Q4 | $278K | Buy |
1,745
+9
| +0.5% | +$1.44K | 0.06% | 264 |
|
|
2024
Q3 | $263K | Hold |
1,736
| – | – | 0.06% | 275 |
|
|
2024
Q2 | $261K | Hold |
1,736
| – | – | 0.07% | 243 |
|
|
2024
Q1 | $234K | Buy |
+1,736
| New | +$234K | 0.07% | 246 |
|