LifePlan Investment 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 | $1.09M | Sell |
6,280
-227
| -3% | -$39.3K | 0.54% | 51 |
|
|
2025
Q1 | $914K | Buy |
6,507
+1,133
| +21% | +$159K | 0.53% | 49 |
|
|
2024
Q4 | $857K | Sell |
5,374
-252
| -4% | -$40.2K | 0.53% | 49 |
|
|
2024
Q3 | $853K | Buy |
5,626
+131
| +2% | +$19.9K | 0.55% | 44 |
|
|
2024
Q2 | $827K | Buy |
5,495
+283
| +5% | +$42.6K | 0.6% | 40 |
|
|
2024
Q1 | $704K | Buy |
5,212
+783
| +18% | +$106K | 0.56% | 39 |
|
|
2023
Q4 | $544K | Buy |
4,429
+1,302
| +42% | +$160K | 0.5% | 39 |
|
|
2023
Q3 | $328K | Sell |
3,127
-621
| -17% | -$65.2K | 0.35% | 47 |
|
|
2023
Q2 | $408K | Buy |
+3,748
| New | +$408K | 0.46% | 36 |
|