Intrepid Financial Planning Group’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
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|
2025
Q1 | $668K | Buy |
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|
2024
Q4 | $454K | Sell |
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|
2024
Q3 | $437K | Sell |
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|
2024
Q2 | $445K | Sell |
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|
2024
Q1 | $412K | Sell |
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|
2023
Q4 | $381K | Sell |
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|
2023
Q3 | $330K | Sell |
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|
2023
Q2 | $348K | Hold |
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|
2023
Q1 | $297K | Hold |
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|
2022
Q4 | $238K | Hold |
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|
2022
Q3 | $235K | Hold |
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|
2022
Q2 | $256K | Buy |
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