Leeward Financial Partners’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
Q2
$2.68M Hold
2025
Q1
$2.17M Buy
2024
Q4
$2.44M Hold
2024
Q3
$2.32M Hold
2024
Q2
$2.3M Hold
2024
Q1
$2.07M Hold
2023
Q4
$1.88M Hold
2023
Q3
$1.61M Sell
2023
Q2
$1.68M Hold
2023
Q1
$1.43M Buy
2022
Q4
$1.14M Sell
2022
Q3
$1.3M Sell
2022
Q2
$1.51M Sell
2022
Q1
$4.7M Buy
2021
Q4
$5.15M Buy