KWB Wealth’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.5M | Buy |
53,406
+9,031
| +20% | +$1.27M | 0.91% | 24 |
|
|
2025
Q1 | $7.08M | Buy |
44,375
+3,122
| +8% | +$498K | 0.85% | 27 |
|
|
2024
Q4 | $6.25M | Sell |
41,253
-6,560
| -14% | -$995K | 0.78% | 27 |
|
|
2024
Q3 | $7.2M | Buy |
47,813
+8,042
| +20% | +$1.21M | 0.94% | 25 |
|
|
2024
Q2 | $5.37M | Sell |
39,771
-575
| -1% | -$77.7K | 0.74% | 25 |
|
|
2024
Q1 | $5.45M | Buy |
+40,346
| New | +$5.45M | 0.73% | 25 |
|