Forthright Family Wealth Advisory’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 | $4.32M | Sell |
24,935
-678
| -3% | -$117K | 2.74% | 11 |
|
|
2025
Q1 | $3.6M | Buy |
25,613
+579
| +2% | +$81.3K | 2.38% | 12 |
|
|
2024
Q4 | $3.99M | Sell |
25,034
-2,514
| -9% | -$401K | 2.6% | 11 |
|
|
2024
Q3 | $4.56M | Sell |
27,548
-2,844
| -9% | -$470K | 2.93% | 10 |
|
|
2024
Q2 | $4.57M | Buy |
30,392
+124
| +0.4% | +$18.7K | 2.95% | 8 |
|
|
2024
Q1 | $4.09M | Buy |
30,268
+1,099
| +4% | +$148K | 2.74% | 9 |
|
|
2023
Q4 | $3.58M | Buy |
+29,169
| New | +$3.58M | 2.8% | 10 |
|