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 |
|