IWP
IYW icon

Icon Wealth Partners’s iShares US Technology ETF IYW Stock Holding History

Icon Wealth Partners’s Portfolio IYW Stock Details IYW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$7.53M Sell
71,728
-61,669
-46% -$6.47M 0.86% 24
2023
Q2 		$14.5M Buy
133,397
+9,907
+8% +$1.08M 1.54% 15
2023
Q1 		$11.5M Buy
+123,490
New +$11.5M 1.25% 17