LGT Financial Advisors’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
$315K Buy
2025
Q2
$233K Sell
2025
Q1
$278K Sell
2024
Q4
$316K Buy
2024
Q3
$277K Buy
2024
Q2
$266K Buy
2024
Q1
$165K Buy
2023
Q4
$128K Buy
2023
Q3
$63.4K Sell
2023
Q2
$98.7K Buy
2023
Q1
Sell
2022
Q4
$246K Buy