Lantz Financial’s iShares US Technology ETF IYW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$965K Sell
2025
Q2
$2.19M Sell
2025
Q1
$1.95M Buy
2024
Q4
$2.16M Sell
2024
Q3
$2.14M Sell
2024
Q2
$2.2M Buy
2024
Q1
$1.9M Buy
2023
Q4
$1.47M Buy
2023
Q3
$954K Sell
2023
Q2
$1.77M Buy
2023
Q1
$1.45M Buy
2022
Q4
$847K Buy