Kowal Investment 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
2024
Q3
$605K Sell
2024
Q2
$615K Buy
2024
Q1
$360K Sell
2023
Q4
$344K Buy
2023
Q3
$202K Sell
2023
Q2
$307K Sell
2023
Q1
$297K Buy
2022
Q4
$217K Buy
2021
Q4
Sell
2021
Q3
$42K Buy