Lifelong Wealth Advisors’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
$11.2M Sell
64,710
-30,713
-32% -$5.32M 3.72% 5
2025
Q1
$13.4M Sell
95,423
-17
-0% -$2.39K 6.28% 3
2024
Q4
$15.2M Buy
+95,440
New +$15.2M 6.83% 3