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Evermay Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Evermay Wealth Management’s Portfolio IYW Stock Details IYW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-85
Closed -$11.9K – 588
2025
Q1 		$11.9K Hold
85
– – ﹤0.01% 429
2024
Q4 		$13.6K Hold
85
– – ﹤0.01% 408
2024
Q3 		$12.9K Buy
+85
New +$12.9K ﹤0.01% 436