Lantern Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Lantern Wealth Advisors’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	$446K	Buy
2024 Q4	$523K	Buy
2024 Q3	–	Sell
2024 Q2	$492K	Buy
2024 Q1	$392K	Buy
2023 Q4	$272K	Buy