LifePlan Investment Advisors’s iShares US Technology ETF IYW Stock Holding History

LifePlan Investment Advisors’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$1.09M	Sell
2025 Q1	$914K	Buy
2024 Q4	$857K	Sell
2024 Q3	$853K	Buy
2024 Q2	$827K	Buy
2024 Q1	$704K	Buy
2023 Q4	$544K	Buy
2023 Q3	$328K	Sell
2023 Q2	$408K	Buy