KNFPWM
Keeler & Nadler Financial Planning & Wealth Management’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.92M | Sell |
28,382
-12,209
| -30% | -$2.12M | 1.97% | 14 |
|
|
2025
Q1 | $5.71M | Buy |
40,591
+2,723
| +7% | +$383K | 2.57% | 13 |
|
|
2024
Q4 | $6.04M | Buy |
37,868
+4,955
| +15% | +$790K | 2.83% | 12 |
|
|
2024
Q3 | $4.99M | Buy |
32,913
+5,614
| +21% | +$851K | 2.43% | 14 |
|
|
2024
Q2 | $4.11M | Buy |
27,299
+10,077
| +59% | +$1.52M | 2.26% | 14 |
|
|
2024
Q1 | $2.33M | Buy |
17,222
+14,060
| +445% | +$1.9M | 1.4% | 22 |
|
|
2023
Q4 | $388K | Buy |
+3,162
| New | +$388K | 0.28% | 39 |
|