FullCircle 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
$1.25M Sell
6,882
-682
-9% -$124K 0.47% 70
2025
Q1
$1.07M Buy
7,564
+413
+6% +$58.7K 0.44% 75
2024
Q4
$1.18M Buy
7,151
+327
+5% +$54K 0.48% 66
2024
Q3
$1.06M Sell
6,824
-544
-7% -$84.7K 0.48% 72
2024
Q2
$1.06M Buy
+7,368
New +$1.06M 0.52% 61