FP
Fiduciary Planning’s iShares US Technology ETF IYW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $638K | Hold |
3,684
| – | – | 0.21% | 48 |
|
2025
Q1 | $517K | Hold |
3,684
| – | – | 0.17% | 47 |
|
2024
Q4 | $588K | Hold |
3,684
| – | – | 0.19% | 49 |
|
2024
Q3 | $559K | Hold |
3,684
| – | – | 0.19% | 44 |
|
2024
Q2 | $554K | Hold |
3,684
| – | – | 0.2% | 43 |
|
2024
Q1 | $498K | Buy |
+3,684
| New | +$498K | 0.19% | 43 |
|