Lakeshore Financial Planning’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 | $2.81M | Buy |
16,207
+14,251
| +729% | +$2.47M | 1.13% | 15 |
|
|
2025
Q1 | $275K | Hold |
1,956
| – | – | 0.11% | 56 |
|
|
2024
Q4 | $312K | Hold |
1,956
| – | – | 0.13% | 51 |
|
|
2024
Q3 | $297K | Buy |
1,956
+1
| +0.1% | +$152 | 0.13% | 54 |
|
|
2024
Q2 | $294K | Buy |
1,955
+44
| +2% | +$6.63K | 0.14% | 50 |
|
|
2024
Q1 | $258K | Sell |
1,911
-1
| -0.1% | -$135 | 0.13% | 52 |
|
|
2023
Q4 | $235K | Buy |
1,912
+3
| +0.2% | +$368 | 0.13% | 50 |
|
|
2023
Q3 | $200K | Buy |
+1,909
| New | +$200K | 0.11% | 60 |
|