Gen-Wealth Partners’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 | $2.95M | Sell |
17,004
-2,335
| -12% | -$405K | 1.14% | 13 |
|
|
2025
Q1 | $2.72M | Buy |
19,339
+437
| +2% | +$61.4K | 1.13% | 11 |
|
|
2024
Q4 | $3.02M | Buy |
18,902
+142
| +0.8% | +$22.7K | 1.3% | 11 |
|
|
2024
Q3 | $2.92M | Sell |
18,760
-412
| -2% | -$64.2K | 1.28% | 12 |
|
|
2024
Q2 | $2.89M | Sell |
19,172
-246
| -1% | -$37K | 1.39% | 7 |
|
|
2024
Q1 | $2.62M | Buy |
+19,418
| New | +$2.62M | 1.3% | 10 |
|