Lakeshore Financial Planning’s iShares US Technology ETF IYW Stock Holding History

Lakeshore Financial Planning’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.81M	Buy
2025 Q1	$275K	Hold
2024 Q4	$312K	Hold
2024 Q3	$297K	Buy
2024 Q2	$294K	Buy
2024 Q1	$258K	Sell
2023 Q4	$235K	Buy
2023 Q3	$200K	Buy