KAS
KPP Advisory Services’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
7,192
-58
| -0.8% | -$10.1K | 0.21% | 111 |
|
|
2025
Q1 | $1.02M | Buy |
7,250
+356
| +5% | +$50K | 0.19% | 113 |
|
|
2024
Q4 | $1.1M | Buy |
6,894
+379
| +6% | +$60.5K | 0.26% | 86 |
|
|
2024
Q3 | $988K | Sell |
6,515
-1,182
| -15% | -$179K | 0.24% | 88 |
|
|
2024
Q2 | $1.16M | Buy |
7,697
+2,587
| +51% | +$389K | 0.31% | 73 |
|
|
2024
Q1 | $690K | Buy |
+5,110
| New | +$690K | 0.19% | 102 |
|